2023 Form 5500 filing — Employer Local No. 375 Pension Plan
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 20250311142322NAL0010759907001) for Employer Local No. 375 Pension Plan, reported by Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant under EIN 23-6542743 and plan number 001. It reports 1,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311142322NAL0010759907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant
- EIN
- 23-6542743
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 1,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,478,272
- Total liabilities (EOY)
- $56,161
- Net assets (EOY)
- $21,422,111
- Total income / additions
- $1,643,559
- Benefits paid
- $1,881,304
- Administrative expenses
- $458,745
- Total expenses
- $2,340,049
- Net increase / (decrease)
- -$696,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohen Weiss And Simon, Llp | NONE | $114,205 | not reported in the loaded dataset |
| Beacon Administrators & Consultants | NONE | $66,000 | not reported in the loaded dataset |
| Principal | NONE | $37,927 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $35,000 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $30,756 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $25,800 | not reported in the loaded dataset |
| Foster & Foster | NONE | $24,794 | not reported in the loaded dataset |
| Morgan Lewis & Bockius, Llp | NONE | $17,638 | not reported in the loaded dataset |
| Smith, Graham & C, Investment Advi | NONE | $12,830 | not reported in the loaded dataset |
| Dana Investment Advisors | NONE | $7,572 | not reported in the loaded dataset |