Local 522 Pension Fund — Form 5500 plan (Board Of Trustees Of Local 522 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 522 Pension Fund is a benefit plan reported by Board Of Trustees Of Local 522 Pension Fund under EIN 11-6171611 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,403 participants and $108,396,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 522 Pension Fund
- EIN
- 11-6171611
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 2,403
- End-of-year plan assets
- $108,396,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,403 | H, C | 20241029125850NAL0002760099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,396,178
- Total liabilities (EOY)
- $59,856
- Net assets (EOY)
- $108,336,322
- Net assets (BOY)
- $100,323,547
Income & contributions
- Employer contributions
- $3,390,573
- Total contributions
- $3,390,573
- Total income / additions
- $14,825,269
Expenses & distributions
- Benefits paid
- $6,096,782
- Administrative expenses
- $715,712
- Total expenses
- $6,812,494
- Net increase / (decrease)
- $8,012,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Teamster Fund | NONE | $170,458 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management | NONE | $107,902 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $46,897 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Llp | AUDITOR | $41,049 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, LLC | NONE | $32,400 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $31,406 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing | NONE | $30,550 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $25,885 | not reported in the loaded dataset | 2023 |
| Cary Kane, Pllc | LEGAL COUNSEL | $16,975 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $14,077 | $0 | 2023 |
| Pacific Income Advisors | NONE | $13,932 | not reported in the loaded dataset | 2023 |
| The Berwyn Group | NONE | $9,300 | not reported in the loaded dataset | 2023 |
| Maxon Administrators, Inc. | NONE | $0 | $5,357 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 522 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
- Eagle Capital Management — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Calibre Cpa Group, Llp — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- First Actuarial Consulting, LLC — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Automatic Data Processing — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Cary Kane, Pllc — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Pacific Income Advisors — Schedule C compensation
- The Berwyn Group — Schedule C compensation
- Maxon Administrators, Inc. — Schedule C compensation