2023 Form 5500 filing — Material Yard Workers Local No. 1175 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 20250415095452NAL0003195825001) for Material Yard Workers Local No. 1175 Pension Fund, reported by Board Of Trustees Of Material Yard Workers Local No. 1175 Pension Plan under EIN 13-6125828 and plan number 001. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415095452NAL0003195825001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Material Yard Workers Local No. 1175 Pension Plan
- EIN
- 13-6125828
- Plan number
- 001
- Location
- Astoria, NY
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,782,445
- Total liabilities (EOY)
- $2,094,778
- Net assets (EOY)
- $38,687,667
- Employer contributions
- $2,337,243
- Total income / additions
- $7,146,088
- Benefits paid
- $2,952,318
- Administrative expenses
- $680,897
- Total expenses
- $3,633,215
- Net increase / (decrease)
- $3,512,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | SERVICES RELATED | $267,322 | $0 |
| Gorlick, Kravitz & Listhaus, P.C. | SERVICES RELATED | $120,631 | not reported in the loaded dataset |
| The Segal Company | SERVICES RELATED | $50,250 | not reported in the loaded dataset |
| Lerner Law Firm And Associates | SERVICES RELATED | $38,750 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | SERVICES RELATED | $30,259 | not reported in the loaded dataset |