United Union Of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund — Form 5500 plan (Board Of Trustees Local 154 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, United Union Of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund is a benefit plan reported by Board Of Trustees Local 154 Pension Fund under EIN 11-1982624 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $29,068,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 154 Pension Fund
- EIN
- 11-1982624
- Plan number
- 001
- Plan type
- 1
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $29,068,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20241015110051NAL0028137393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,068,333
- Total liabilities (EOY)
- $26,022
- Net assets (EOY)
- $29,042,311
- Net assets (BOY)
- $26,922,544
Income & contributions
- Employer contributions
- $1,240,313
- Total contributions
- $1,240,313
- Total income / additions
- $3,892,942
Expenses & distributions
- Benefits paid
- $1,488,649
- Administrative expenses
- $284,526
- Total expenses
- $1,773,175
- Net increase / (decrease)
- $2,119,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Mckeogh Company | ACTUARY | $54,000 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder Llp | LEGAL | $50,111 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa P.C. | ACCOUNTANT | $31,301 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | INVESTMENT MANAGER | $30,790 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Admin Services, Inc | CONTRACT ADMINISTRATOR | $18,851 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | INVESTMENT CONSULTANT | $12,508 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | INVESTMENT MANAGER | $12,415 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co | INVESTMENT MANAGER | $9,542 | $0 | 2023 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $8,400 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | INVESTMENT MANAGER | $8,365 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt | INVESTMENT MANAGER | $6,940 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 154 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- The Mckeogh Company — Schedule C compensation
- Virginia & Ambinder Llp — Schedule C compensation
- Gettry Marcus Cpa P.C. — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Marshall & Moss Admin Services, Inc — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- Boyd Watterson Asset Mgmt — Schedule C compensation