Local 210'S Pension Plan — Form 5500 plan (Bd Of Trustees Local 210'S Pension Plan C/O Savasta And Company)
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 210'S Pension Plan is a benefit plan reported by Bd Of Trustees Local 210'S Pension Plan C/O Savasta And Company under EIN 13-2562528 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,851 participants and $69,181,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Local 210'S Pension Plan C/O Savasta And Company
- EIN
- 13-2562528
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,851
- End-of-year plan assets
- $69,181,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,851 | H, C | 20241015164945NAL0030399809002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,181,334
- Total liabilities (EOY)
- $73,455
- Net assets (EOY)
- $69,107,879
- Net assets (BOY)
- $20,421,646
Income & contributions
- Employer contributions
- $2,286,663
- Total contributions
- $2,286,663
- Total income / additions
- $54,593,047
Expenses & distributions
- Benefits paid
- $5,140,801
- Administrative expenses
- $766,013
- Total expenses
- $5,906,814
- Net increase / (decrease)
- $48,686,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company Inc | TPA | $421,916 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates Inc | NONE | $50,215 | not reported in the loaded dataset | 2023 |
| Samuel Goldstein & Co., P.C. | NONE | $40,065 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services LLC | NONE | $21,225 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co | NONE | $15,247 | not reported in the loaded dataset | 2023 |
| Manning & Russo, LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| M & T Investment Group | CUSTODIAN | $5,035 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Local 210'S Pension Plan C/O Savasta And Company
- 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
- O'Sullivan Associates Inc — Schedule C compensation
- Samuel Goldstein & Co., P.C. — Schedule C compensation
- Investment Consulting Services LLC — Schedule C compensation
- Buchbinder Tunick & Co — Schedule C compensation
- Manning & Russo, LLC — Schedule C compensation
- M & T Investment Group — Schedule C compensation