Ehs - Local 153 Pension Plan — Form 5500 plan (Bd. Of Trustees, Amended & Restated Hip-Local 153 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, Ehs - Local 153 Pension Plan is a benefit plan reported by Bd. Of Trustees, Amended & Restated Hip-Local 153 Pension Plan under EIN 13-2869312 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,000 participants and $111,716,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd. Of Trustees, Amended & Restated Hip-Local 153 Pension Plan
- EIN
- 13-2869312
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,000
- End-of-year plan assets
- $111,716,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,000 | H, C | 20241008094805NAL0016416289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,716,796
- Total liabilities (EOY)
- $382,706
- Net assets (EOY)
- $111,334,090
- Net assets (BOY)
- $105,425,037
Income & contributions
- Employer contributions
- $4,288,932
- Total contributions
- $4,288,932
- Total income / additions
- $16,583,310
Expenses & distributions
- Benefits paid
- $8,854,756
- Administrative expenses
- $1,819,501
- Total expenses
- $10,674,257
- Net increase / (decrease)
- $5,909,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Agilis Partners LLC | NONE | $580,819 | not reported in the loaded dataset | 2023 |
| Legal & General | NONE | $215,697 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $109,540 | $0 | 2023 |
| Bdo Usa, P.C. | NONE | $65,035 | not reported in the loaded dataset | 2023 |
| Pitta & Giblin | NONE | $61,563 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $38,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd. Of Trustees, Amended & Restated Hip-Local 153 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Agilis Partners LLC — Schedule C compensation
- Legal & General — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Pitta & Giblin — Schedule C compensation
- Morgan Stanley — Schedule C compensation