Local 803 Pension Fund — Form 5500 plan (Board Of Trustees Of Local 803 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, Local 803 Pension Fund is a benefit plan reported by Board Of Trustees Of Local 803 Pension Fund under EIN 13-2851614 and plan number 001. The latest loaded filing year is 2023. The filing reports 819 participants and $23,498,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 803 Pension Fund
- EIN
- 13-2851614
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $23,498,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241012151838NAL0013439475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,498,257
- Total liabilities (EOY)
- $20,427
- Net assets (EOY)
- $23,477,830
- Net assets (BOY)
- $22,939,356
Income & contributions
- Total income / additions
- $3,519,000
Expenses & distributions
- Benefits paid
- $2,646,684
- Administrative expenses
- $333,842
- Total expenses
- $2,980,526
- Net increase / (decrease)
- $538,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anita Simonelli | EMPLOYEE | $93,346 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $72,864 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Team | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Lucy Geha | NONE | $25,595 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $18,250 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,667 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 803 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Anita Simonelli — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- First Actuarial Consulting Team — Schedule C compensation
- Lucy Geha — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation