Local 111 Pension Fund — Form 5500 plan (Board Of Trustees Of Local 111 Pension Fund)
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 111 Pension Fund is a benefit plan reported by Board Of Trustees Of Local 111 Pension Fund under EIN 11-1955247 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,636 participants and $74,120,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 111 Pension Fund
- EIN
- 11-1955247
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 1,636
- End-of-year plan assets
- $74,120,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,636 | H, C | 20250912114602NAL0003556034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,120,588
- Total liabilities (EOY)
- $90,376
- Net assets (EOY)
- $74,030,212
- Net assets (BOY)
- $52,352,832
Income & contributions
- Employer contributions
- $547,016
- Total contributions
- $547,016
- Total income / additions
- $26,707,335
Expenses & distributions
- Benefits paid
- $4,332,255
- Administrative expenses
- $697,700
- Total expenses
- $5,029,955
- Net increase / (decrease)
- $21,677,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Teamster Fund | NONE | $114,752 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Cary Kane, Pllc | LEGAL COUNSEL | $62,700 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $59,279 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Company | NONE | $47,300 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $42,238 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate | NONE | $36,841 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing, Inc. | NONE | $33,834 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $21,574 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $19,615 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $19,029 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $16,400 | not reported in the loaded dataset | 2023 |
| Pbi Research Services | NONE | $15,360 | not reported in the loaded dataset | 2023 |
| Bond, Schoeneck, & King Pllc | NONE | $9,244 | not reported in the loaded dataset | 2023 |
| Orrick, Herrington & Sutcliffe, Llp | NONE | $5,712 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 111 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- United Teamster Fund — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Cary Kane, Pllc — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Intercontinental Real Estate — Schedule C compensation
- Automatic Data Processing, Inc. — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Pbi Research Services — Schedule C compensation
- Bond, Schoeneck, & King Pllc — Schedule C compensation
- Orrick, Herrington & Sutcliffe, Llp — Schedule C compensation