Allied Security Pension Fund — Form 5500 plan (Board Of Trustees Of Allied Security 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, Allied Security Pension Fund is a benefit plan reported by Board Of Trustees Of Allied Security Pension Fund under EIN 11-2528660 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $3,505,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Allied Security Pension Fund
- EIN
- 11-2528660
- Plan number
- 001
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $3,505,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241011110202NAL0021720849002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,505,859
- Total liabilities (EOY)
- $41,129
- Net assets (EOY)
- $3,464,730
- Net assets (BOY)
- $3,275,725
Income & contributions
- Employer contributions
- $84,850
- Total contributions
- $84,850
- Total income / additions
- $571,014
Expenses & distributions
- Benefits paid
- $290,966
- Administrative expenses
- $91,043
- Total expenses
- $382,009
- Net increase / (decrease)
- $189,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allied International Union | RELATED UNION | $16,400 | not reported in the loaded dataset | 2023 |
| Federation Pension Bureau | NONE | $13,200 | not reported in the loaded dataset | 2023 |
| David Greenwald, Esq. Pllc | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Barnes Iaccarino & Shepherd Llp | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $8,795 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Rocco J. Ricciardi, Cpa | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Allied Security Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Allied International Union — Schedule C compensation
- Federation Pension Bureau — Schedule C compensation
- David Greenwald, Esq. Pllc — Schedule C compensation
- Barnes Iaccarino & Shepherd Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Gould Kobrick & Schlapp — Schedule C compensation
- Rocco J. Ricciardi, Cpa — Schedule C compensation