Division A Pension Fund — Form 5500 plan (Board Of Trustees Division A 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, Division A Pension Fund is a benefit plan reported by Board Of Trustees Division A Pension Fund under EIN 13-2569697 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,870 participants and $89,058,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Division A Pension Fund
EIN
13-2569697
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
1,870
End-of-year plan assets
$89,058,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,870H, C20250715121145NAL0004623106001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,058,203
Total liabilities (EOY)
$437,052
Net assets (EOY)
$88,621,151
Net assets (BOY)
$71,947,650

Income & contributions

Employer contributions
$5,325,822
Total contributions
$5,325,822
Total income / additions
$21,009,350

Expenses & distributions

Benefits paid
$3,678,162
Administrative expenses
$657,687
Total expenses
$4,335,849
Net increase / (decrease)
$16,673,501

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Marcia AzeezEMPLOYEE$110,428not reported in the loaded dataset2023
Voyageur Capital Investment ManagemNONE$82,302not reported in the loaded dataset2023
The Segal CompanyNONE$80,641not reported in the loaded dataset2023
Novak Francella LLCNONE$64,878not reported in the loaded dataset2023
Pitta, LlpNONE$40,999not reported in the loaded dataset2023
Bank Of New York MellonNONE$37,500not reported in the loaded dataset2023
Segal Marco Advisors, Inc.NONE$27,500not reported in the loaded dataset2023
Ellenoff, Grossman & Schole, LlpNONE$24,000not reported in the loaded dataset2023

Related Form 5500 pages