Local 463 Pension Fund — Form 5500 plan (Local 463 Pension Fund Board Of Trustees)
Plain-English plan 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, Local 463 Pension Fund is a benefit plan reported by Local 463 Pension Fund Board Of Trustees under EIN 11-1800729 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,148 participants and $87,448,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 463 Pension Fund Board Of Trustees
- EIN
- 11-1800729
- Plan number
- 001
- Plan type
- 1
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 1,148
- End-of-year plan assets
- $87,448,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,148 | H, C | 20241015130332NAL0014681747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,448,800
- Total liabilities (EOY)
- $209,711
- Net assets (EOY)
- $87,239,089
- Net assets (BOY)
- $80,083,734
Income & contributions
- Employer contributions
- $342,198
- Total contributions
- $342,198
- Total income / additions
- $13,318,990
Expenses & distributions
- Benefits paid
- $5,523,397
- Administrative expenses
- $640,238
- Total expenses
- $6,163,635
- Net increase / (decrease)
- $7,155,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cwa Iue-Cwa Local 464-81463 | ALLOCATED PR & EXPENSES | $77,324 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | ACTUARY | $66,808 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT ADVISOR | $65,564 | not reported in the loaded dataset | 2023 |
| Innovation Software Systems Inc | DATA PROCESSING | $44,526 | not reported in the loaded dataset | 2023 |
| Fidelity Investment | INVESTMENT CUSTODIAN | $34,495 | $0 | 2023 |
| Rogoff & Company, Pc | ACCOUNTANT | $34,000 | not reported in the loaded dataset | 2023 |
| Fisher Broyles Llp | ATTORNEY | $31,737 | not reported in the loaded dataset | 2023 |
| Barings Cit | INVESTMENT ADVISOR | $31,437 | $0 | 2023 |
| Amalgamated Bank Of New York | INVESTMENT CUSTODIAN | $26,530 | not reported in the loaded dataset | 2023 |
| Aberdeen Standard Investment Inc. | INVESTMENT CUSTODIAN | $23,925 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon Llp | ATTORNEY | $17,342 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company LLC | CYBER SECURITY | $12,000 | $0 | 2023 |
| Blankrome | ATTORNEY | $6,216 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 463 Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Cwa Iue-Cwa Local 464-81463 — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Innovation Software Systems Inc — Schedule C compensation
- Fidelity Investment — Schedule C compensation
- Rogoff & Company, Pc — Schedule C compensation
- Fisher Broyles Llp — Schedule C compensation
- Barings Cit — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Aberdeen Standard Investment Inc. — Schedule C compensation
- Cohen, Weiss & Simon Llp — Schedule C compensation
- Buchbinder Tunick & Company LLC — Schedule C compensation
- Blankrome — Schedule C compensation