Local 804 Pension Fund — Form 5500 plan (Board Of Trustees Of Local 804 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 804 Pension Fund is a benefit plan reported by Board Of Trustees Of Local 804 Pension Fund under EIN 11-6077200 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $15,892,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 804 Pension Fund
- EIN
- 11-6077200
- Plan number
- 001
- Plan type
- 1
- Location
- Port Washington, NY
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $15,892,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20240730111507NAL0013315187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,892,256
- Total liabilities (EOY)
- $35,589
- Net assets (EOY)
- $15,856,667
- Net assets (BOY)
- $14,697,997
Income & contributions
- Total income / additions
- $2,194,855
Expenses & distributions
- Benefits paid
- $779,966
- Administrative expenses
- $256,219
- Total expenses
- $1,036,185
- Net increase / (decrease)
- $1,158,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates Inc | ADVISOR FOR RELATED PLANS | $59,083 | $0 | 2023 |
| The Segal Company, Inc. | ACTUARY FOR RELATED PLANS | $52,241 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | AUDITOR FOR RELATED PLANS | $21,000 | not reported in the loaded dataset | 2023 |
| Comprehensive Healthcare Systems In | IT SERVICE FOR REL'D PLAN | $16,020 | not reported in the loaded dataset | 2023 |
| Cohen Weiss & Simon Llp | ATTORNEY - RELATED PLANS | $15,501 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | RELATED TO INVESTMENT MGR | $5,199 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 804 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Port Washington, NY
- Stacey Braun Associates Inc — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Comprehensive Healthcare Systems In — Schedule C compensation
- Cohen Weiss & Simon Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation