Production Workers Pension Fund — Form 5500 plan (Production Workers 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, Production Workers Pension Fund is a benefit plan reported by Production Workers Pension Fund under EIN 13-1976397 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $8,029,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Production Workers Pension Fund
- EIN
- 13-1976397
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $8,029,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20250613153924NAL0018017697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,029,154
- Total liabilities (EOY)
- $245,789
- Net assets (EOY)
- $7,783,365
- Net assets (BOY)
- $9,326,198
Income & contributions
- Total income / additions
- $929,161
Expenses & distributions
- Benefits paid
- $2,063,919
- Administrative expenses
- $408,075
- Total expenses
- $2,471,994
- Net increase / (decrease)
- -$1,542,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta & Company, Inc | INDEPENDENT | $44,500 | not reported in the loaded dataset | 2023 |
| Samuel Goldstein & Co., P.C. | INDEPENDENT | $37,500 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc | INDEPENDENT | $21,617 | not reported in the loaded dataset | 2023 |
| Boston Financial Management LLC | INDEPENDENT | $12,386 | not reported in the loaded dataset | 2023 |
| Harding Loevner | INDEPENDENT | $10,265 | not reported in the loaded dataset | 2023 |
| Lloyd Somer Esq | INDEPENDENT | $9,600 | not reported in the loaded dataset | 2023 |
| Littler Mendelson P.C. | INDEPENDENT | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Production Workers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Savasta & Company, Inc — Schedule C compensation
- Samuel Goldstein & Co., P.C. — Schedule C compensation
- Stacey Braun Associates, Inc — Schedule C compensation
- Boston Financial Management LLC — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Lloyd Somer Esq — Schedule C compensation
- Littler Mendelson P.C. — Schedule C compensation