Local 805 Pension & Retirement Fund — Form 5500 plan (Board Of Trustees Local 805)
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 805 Pension & Retirement Fund is a benefit plan reported by Board Of Trustees Local 805 under EIN 13-1917612 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,967 participants and $180,930,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 805
- EIN
- 13-1917612
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,967
- End-of-year plan assets
- $180,930,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,967 | H, C | 20241029110202NAL0002703107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,930,181
- Total liabilities (EOY)
- $3,494,442
- Net assets (EOY)
- $177,435,739
- Net assets (BOY)
- $179,184,169
Income & contributions
- Employer contributions
- $1,985,670
- Total contributions
- $2,358,687
- Total income / additions
- $14,677,306
Expenses & distributions
- Benefits paid
- $12,185,008
- Administrative expenses
- $4,240,728
- Total expenses
- $16,425,736
- Net increase / (decrease)
- -$1,748,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company, Inc. | NONE | $243,798 | not reported in the loaded dataset | 2023 |
| Insight Investment | NONE | $214,410 | not reported in the loaded dataset | 2023 |
| Epstein Becker & Green | NONE | $110,955 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $108,252 | not reported in the loaded dataset | 2023 |
| Osullivan Associates Inc. | NONE | $63,800 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants | NONE | $57,996 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | NONE | $44,818 | not reported in the loaded dataset | 2023 |
| Us Bancorp Asset Management | NONE | $42,390 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $20,292 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick & Schlapp, P.C. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Intercontinental U.S. Real Estate | NONE | $16,953 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase | NONE | $11,733 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 805
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Savasta And Company, Inc. — Schedule C compensation
- Insight Investment — Schedule C compensation
- Epstein Becker & Green — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Osullivan Associates Inc. — Schedule C compensation
- Quan-Vest Consultants — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Us Bancorp Asset Management — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Gould, Kobrick & Schlapp, P.C. — Schedule C compensation
- Intercontinental U.S. Real Estate — Schedule C compensation
- Jp Morgan Chase — Schedule C compensation