Local 1931 Pension Fund (Formerly- Production Workers Union Local 148 Pension Fund) — Form 5500 plan (Bd. Of Trustees Of Local 1931 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 1931 Pension Fund (Formerly- Production Workers Union Local 148 Pension Fund) is a benefit plan reported by Bd. Of Trustees Of Local 1931 Pension Fund under EIN 11-6169861 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,514 participants and $27,148,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd. Of Trustees Of Local 1931 Pension Fund
- EIN
- 11-6169861
- Plan number
- 001
- Plan type
- 1
- Location
- Valley Stream, NY
- Latest filing year
- 2023
- Participants
- 1,514
- End-of-year plan assets
- $27,148,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,514 | H, C | 20250321142908NAL0008143057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,148,898
- Total liabilities (EOY)
- $17,066
- Net assets (EOY)
- $27,131,832
- Net assets (BOY)
- $25,095,002
Income & contributions
- Employer contributions
- $543,448
- Total contributions
- $543,448
- Total income / additions
- $4,095,625
Expenses & distributions
- Benefits paid
- $1,488,984
- Administrative expenses
- $569,811
- Total expenses
- $2,058,795
- Net increase / (decrease)
- $2,036,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mccarthy And Preece | ATTORNEY | $36,000 | $0 | 2023 |
| Eastern States Joint Board | ADMINISTRATION | $27,901 | $0 | 2023 |
| Dickinson Group LLC | TPA/ACTUARY RELATED FUNDS | $26,975 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,336 | $0 | 2023 |
| Joseph Giovinco | FUND MANAGER | $12,230 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd. Of Trustees Of Local 1931 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Stream, NY
- Mccarthy And Preece — Schedule C compensation
- Eastern States Joint Board — Schedule C compensation
- Dickinson Group LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Joseph Giovinco — Schedule C compensation