Local 153 Pension Fund — Form 5500 plan (Joint Board Of Trustees Of Local 153 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 153 Pension Fund is a benefit plan reported by Joint Board Of Trustees Of Local 153 Pension Fund under EIN 13-2864289 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,052 participants and $138,997,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Local 153 Pension Fund
- EIN
- 13-2864289
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 10,052
- End-of-year plan assets
- $138,997,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,052 | H, C | 20241012112134NAL0023402097002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,997,264
- Total liabilities (EOY)
- $871,394
- Net assets (EOY)
- $138,125,870
- Net assets (BOY)
- $148,650,946
Income & contributions
- Employer contributions
- $7,377,778
- Total contributions
- $7,377,778
- Total income / additions
- $21,231,394
Expenses & distributions
- Benefits paid
- $30,020,509
- Administrative expenses
- $1,735,961
- Total expenses
- $31,756,470
- Net increase / (decrease)
- -$10,525,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marshall & Moss Llp | NONE | $234,288 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $156,661 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $112,308 | not reported in the loaded dataset | 2023 |
| Quan-Vest Investment Advisors | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Jasmin A Estevez | EMPLOYEE | $84,227 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $66,997 | not reported in the loaded dataset | 2023 |
| Fusco-Gallagher Porcaro Munroe Llp | NONE | $64,352 | not reported in the loaded dataset | 2023 |
| Bernadette Smith | EMPLOYEE | $60,402 | not reported in the loaded dataset | 2023 |
| Newtown Investment Corporation | NONE | $43,327 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Eileen Dupont | EMPLOYEE | $29,712 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Local 153 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Marshall & Moss Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Quan-Vest Investment Advisors — Schedule C compensation
- Jasmin A Estevez — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Fusco-Gallagher Porcaro Munroe Llp — Schedule C compensation
- Bernadette Smith — Schedule C compensation
- Newtown Investment Corporation — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Eileen Dupont — Schedule C compensation