Local 91 Pension Fund — Form 5500 plan (Local 91 Pension Fund Board Of Trustees)
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 91 Pension Fund is a benefit plan reported by Local 91 Pension Fund Board Of Trustees under EIN 11-6218316 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,358 participants and $156,896,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 91 Pension Fund Board Of Trustees
- EIN
- 11-6218316
- Plan number
- 001
- Plan type
- 1
- Location
- Williston Park, NY
- Latest filing year
- 2023
- Participants
- 4,358
- End-of-year plan assets
- $156,896,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,358 | H, C | 20240725135218NAL0014192177003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,896,489
- Total liabilities (EOY)
- $106,091
- Net assets (EOY)
- $156,790,398
- Net assets (BOY)
- $134,097,992
Income & contributions
- Employer contributions
- $8,492,069
- Total contributions
- $8,492,069
- Total income / additions
- $28,670,509
Expenses & distributions
- Benefits paid
- $4,801,206
- Administrative expenses
- $1,176,897
- Total expenses
- $5,978,103
- Net increase / (decrease)
- $22,692,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Columbia Threadneedle | NONE | $0 | $207,172 | 2023 |
| Gloria Cancelliere | EMPLOYEE | $187,300 | not reported in the loaded dataset | 2023 |
| Amalgamated | NONE | $164,054 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $68,988 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Quan Vest Consultants | NONE | $37,992 | not reported in the loaded dataset | 2023 |
| L.H. Rosoff & Co., Llp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $29,598 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $28,556 | not reported in the loaded dataset | 2023 |
| Stewart Altman | NONE | $23,558 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 91 Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Williston Park, NY
- Columbia Threadneedle — Schedule C compensation
- Gloria Cancelliere — Schedule C compensation
- Amalgamated — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- The Segal Company — Schedule C compensation
- Quan Vest Consultants — Schedule C compensation
- L.H. Rosoff & Co., Llp — Schedule C compensation
- Invesco — Schedule C compensation
- Bank Of America — Schedule C compensation
- Stewart Altman — Schedule C compensation
- Barnes, Iaccarino & Shepherd — Schedule C compensation
- Principal Life Insurance — Schedule C compensation