Local 1102 Amalgamated Pension Fund — Form 5500 plan (Board Of Trustees Of Local 1102 Amalgamated 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 1102 Amalgamated Pension Fund is a benefit plan reported by Board Of Trustees Of Local 1102 Amalgamated Pension Fund under EIN 11-6189397 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,705 participants and $47,369,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 1102 Amalgamated Pension Fund
- EIN
- 11-6189397
- Plan number
- 001
- Plan type
- 1
- Location
- Woodbury, NY
- Latest filing year
- 2023
- Participants
- 1,705
- End-of-year plan assets
- $47,369,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,705 | H, C | 20240716133231NAL0002647073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,369,253
- Total liabilities (EOY)
- $85,094
- Net assets (EOY)
- $47,284,159
- Net assets (BOY)
- $38,838,856
Income & contributions
- Employer contributions
- $984,668
- Total contributions
- $984,668
- Total income / additions
- $10,868,513
Expenses & distributions
- Benefits paid
- $1,856,056
- Administrative expenses
- $567,154
- Total expenses
- $2,423,210
- Net increase / (decrease)
- $8,445,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $148,634 | not reported in the loaded dataset | 2023 |
| Hudson Canyon Capital | NONE | $116,951 | not reported in the loaded dataset | 2023 |
| Local 1102 Retirement Trust | AFFILIATED BENEFIT FUND | $74,189 | not reported in the loaded dataset | 2023 |
| Rothman, Rocco, Laruffa, Llp | NONE | $45,001 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | NONE | $38,500 | not reported in the loaded dataset | 2023 |
| Dahab Associates | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Berdon Llp | NONE | $21,495 | not reported in the loaded dataset | 2023 |
| C.S. Mckee, L.P. | NONE | $13,678 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $4,973 | $240 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 1102 Amalgamated Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Woodbury, NY
- Local 1102 Rwdsu — Schedule C compensation
- Hudson Canyon Capital — Schedule C compensation
- Local 1102 Retirement Trust — Schedule C compensation
- Rothman, Rocco, Laruffa, Llp — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Dahab Associates — Schedule C compensation
- Berdon Llp — Schedule C compensation
- C.S. Mckee, L.P. — Schedule C compensation
- Comerica Bank — Schedule C compensation