2023 Form 5500 filing — Local 868 I. B. Of T. Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241211153710NAL0007150499001) for Local 868 I. B. Of T. Pension Fund, reported by Board Of Trustees Of Local 868 Ibt Pension Fund under EIN 13-2930439 and plan number 001. It reports 940 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241211153710NAL0007150499001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 868 Ibt Pension Fund
- EIN
- 13-2930439
- Plan number
- 001
- Location
- Floral Park, NY
- Participants
- 940
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,653,958
- Total liabilities (EOY)
- $28,080
- Net assets (EOY)
- $12,625,878
- Employer contributions
- $270,582
- Total income / additions
- $2,475,124
- Benefits paid
- $724,647
- Administrative expenses
- $197,689
- Total expenses
- $922,336
- Net increase / (decrease)
- $1,552,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Actuarial Consulting, Inc. | NONE | $36,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $33,278 | not reported in the loaded dataset |
| Archer Byington Glennon, Llp | LEGAL COUNSEL | $18,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $2,146 | $0 |