Local 808 Ibt Pension Plan — Form 5500 plan (Joint Board Of Trustees Of Local 808 Ibt 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 808 Ibt Pension Plan is a benefit plan reported by Joint Board Of Trustees Of Local 808 Ibt Pension Fund under EIN 11-6204268 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,629 participants and $70,950,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Local 808 Ibt Pension Fund
- EIN
- 11-6204268
- Plan number
- 001
- Plan type
- 1
- Location
- Chappaqua, NY
- Latest filing year
- 2023
- Participants
- 1,629
- End-of-year plan assets
- $70,950,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,629 | H, C | 20250715095402NAL0001210115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,950,423
- Total liabilities (EOY)
- $33,027
- Net assets (EOY)
- $70,917,396
- Net assets (BOY)
- $61,919,436
Income & contributions
- Employer contributions
- $2,177,300
- Total contributions
- $2,177,300
- Total income / additions
- $14,630,918
Expenses & distributions
- Benefits paid
- $4,449,576
- Administrative expenses
- $1,183,382
- Total expenses
- $5,632,958
- Net increase / (decrease)
- $8,997,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employees | EMPLOYEES | $233,876 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon, Llp | NONE | $142,274 | not reported in the loaded dataset | 2023 |
| Savasta & Company, Inc. | NONE | $106,240 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $96,320 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $57,641 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors, LLC | NONE | $46,258 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions | NONE | $41,182 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $33,651 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $26,410 | $0 | 2023 |
| Amalgamated Bank | NONE | $23,755 | $0 | 2023 |
| Vanderbilt Avenue Asset Management | NONE | $22,015 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $14,733 | not reported in the loaded dataset | 2023 |
| Paul Demasi | TRUSTEE | $5,718 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Local 808 Ibt Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Chappaqua, NY
- Employees — Schedule C compensation
- Cohen, Weiss & Simon, Llp — Schedule C compensation
- Savasta & Company, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Whitestar Advisors, LLC — Schedule C compensation
- Premier Technology Solutions — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Vanderbilt Avenue Asset Management — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Paul Demasi — Schedule C compensation