2023 Form 5500 filing — Local 2066 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 20250218090200NAL0002412067001) for Local 2066 Pension Fund, reported by Joint Board Of Trustees Local 2066 under EIN 22-6171510 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218090200NAL0002412067001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Local 2066
- EIN
- 22-6171510
- Plan number
- 001
- Location
- Parsippany, NJ
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,627,118
- Total liabilities (EOY)
- $9,049
- Net assets (EOY)
- $3,618,069
- Total income / additions
- $380,841
- Benefits paid
- $339,835
- Administrative expenses
- $68,325
- Total expenses
- $408,160
- Net increase / (decrease)
- -$27,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gerson & Assoc. Cpas And Advisors | NONE | $19,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $17,612 | not reported in the loaded dataset |
| Fabian & Byrn LLC | NONE | $17,328 | not reported in the loaded dataset |
| Summit Actuarial Services LLC | NONE | $8,000 | not reported in the loaded dataset |
| Oransky, Scaraggi, Borg Esq | NONE | $7,950 | not reported in the loaded dataset |