2023 Form 5500 filing — Production Workers 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 20250613153924NAL0018017697001) for Production Workers Pension Fund, reported by Production Workers Pension Fund under EIN 13-1976397 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613153924NAL0018017697001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Production Workers Pension Fund
- EIN
- 13-1976397
- Plan number
- 001
- Location
- New York, NY
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,029,154
- Total liabilities (EOY)
- $245,789
- Net assets (EOY)
- $7,783,365
- Total income / additions
- $929,161
- Benefits paid
- $2,063,919
- Administrative expenses
- $408,075
- Total expenses
- $2,471,994
- Net increase / (decrease)
- -$1,542,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta & Company, Inc | INDEPENDENT | $44,500 | not reported in the loaded dataset |
| Samuel Goldstein & Co., P.C. | INDEPENDENT | $37,500 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc | INDEPENDENT | $21,617 | not reported in the loaded dataset |
| Boston Financial Management LLC | INDEPENDENT | $12,386 | not reported in the loaded dataset |
| Harding Loevner | INDEPENDENT | $10,265 | not reported in the loaded dataset |
| Lloyd Somer Esq | INDEPENDENT | $9,600 | not reported in the loaded dataset |
| Littler Mendelson P.C. | INDEPENDENT | $6,000 | not reported in the loaded dataset |