Pension Fund Local 445 — Form 5500 plan (Local 445 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, Pension Fund Local 445 is a benefit plan reported by Local 445 Pension Fund under EIN 13-1864489 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,903 participants and $135,471,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 445 Pension Fund
- EIN
- 13-1864489
- Plan number
- 001
- Plan type
- 1
- Location
- Rock Tavern, NY
- Latest filing year
- 2023
- Participants
- 2,903
- End-of-year plan assets
- $135,471,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,903 | H, C | 20241015143602NAL0028787153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,471,922
- Total liabilities (EOY)
- $579,219
- Net assets (EOY)
- $134,892,703
- Net assets (BOY)
- $126,559,485
Income & contributions
- Employer contributions
- $5,865,403
- Total contributions
- $5,865,403
- Total income / additions
- $27,442,164
Expenses & distributions
- Benefits paid
- $17,881,123
- Administrative expenses
- $1,227,823
- Total expenses
- $19,108,946
- Net increase / (decrease)
- $8,333,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | NONE | $292,833 | not reported in the loaded dataset | 2023 |
| Stacey Braun | NONE | $192,131 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services | NONE | $89,400 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $81,482 | $0 | 2023 |
| Barnes Iaccarino & Shepherd Llp | NONE | $77,441 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $56,976 | not reported in the loaded dataset | 2023 |
| Stone Castle Realty | RELATED FUND | $28,893 | not reported in the loaded dataset | 2023 |
| J.A. Mariano Agency | NONE | $18,188 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 445 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rock Tavern, NY
- Merrill Lynch — Schedule C compensation
- Stacey Braun — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Barnes Iaccarino & Shepherd Llp — Schedule C compensation
- Mspc — Schedule C compensation
- Stone Castle Realty — Schedule C compensation
- J.A. Mariano Agency — Schedule C compensation