Local 966 Pension Plan — Form 5500 plan (Board Of Trustees Of Local 966 Pension Plan)
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 966 Pension Plan is a benefit plan reported by Board Of Trustees Of Local 966 Pension Plan under EIN 13-2640882 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,162 participants and $65,814,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 966 Pension Plan
- EIN
- 13-2640882
- Plan number
- 001
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 2,162
- End-of-year plan assets
- $65,814,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,162 | H, C | 20241015202542NAL0017178963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,814,907
- Total liabilities (EOY)
- $77,526
- Net assets (EOY)
- $65,737,381
- Net assets (BOY)
- $56,274,206
Income & contributions
- Employer contributions
- $111,169
- Total contributions
- $8,850,065
- Total income / additions
- $13,314,190
Expenses & distributions
- Benefits paid
- $3,440,023
- Administrative expenses
- $410,992
- Total expenses
- $3,851,015
- Net increase / (decrease)
- $9,463,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Inc | NONE | $127,307 | not reported in the loaded dataset | 2023 |
| Milliman Usa, Inc. | NONE | $50,741 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon | JENNIK MARRIED TO TRUSTEE | $32,455 | not reported in the loaded dataset | 2023 |
| John Omeara | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $7,726 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 966 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Benesys Inc — Schedule C compensation
- Milliman Usa, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cohen Weiss And Simon — Schedule C compensation
- John Omeara — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation