Plan5500

The Shield Institute Pension Plan For Members Of The District Council 1707 Bargaining Unit — Form 5500 plan (Shield Of David, Inc.)

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, The Shield Institute Pension Plan For Members Of The District Council 1707 Bargaining Unit is a benefit plan reported by Shield Of David, Inc. under EIN 13-1740041 and plan number 004. The latest loaded filing year is 2023. The filing reports 233 participants and $2,223,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shield Of David, Inc.
EIN
13-1740041
Plan number
004
Plan type
2
Location
Flushing, NY
Latest filing year
2023
Participants
233
End-of-year plan assets
$2,223,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20250415084259NAL0006057682001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,223,881
Total liabilities (EOY)
$398,074
Net assets (EOY)
$1,825,807
Net assets (BOY)
$1,588,789

Income & contributions

Employer contributions
$175,850
Total contributions
$175,850
Total income / additions
$369,461

Expenses & distributions

Benefits paid
$118,157
Administrative expenses
$14,286
Total expenses
$132,443
Net increase / (decrease)
$237,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Silvercrest Asset Management GroupINVESTMENT MANAGER$12,333not reported in the loaded dataset2023
Comerica BankRECORDKEEPER$1,953not reported in the loaded dataset2023

Related Form 5500 pages