Local 868 I. B. Of T. Pension Fund — Form 5500 plan (Board Of Trustees Of Local 868 Ibt 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 868 I. B. Of T. Pension Fund is a benefit plan reported by Board Of Trustees Of Local 868 Ibt Pension Fund under EIN 13-2930439 and plan number 001. The latest loaded filing year is 2023. The filing reports 940 participants and $12,653,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 868 Ibt Pension Fund
- EIN
- 13-2930439
- Plan number
- 001
- Plan type
- 1
- Location
- Floral Park, NY
- Latest filing year
- 2023
- Participants
- 940
- End-of-year plan assets
- $12,653,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 940 | H, C | 20241211153710NAL0007150499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,653,958
- Total liabilities (EOY)
- $28,080
- Net assets (EOY)
- $12,625,878
- Net assets (BOY)
- $11,073,090
Income & contributions
- Employer contributions
- $270,582
- Total contributions
- $270,582
- Total income / additions
- $2,475,124
Expenses & distributions
- Benefits paid
- $724,647
- Administrative expenses
- $197,689
- Total expenses
- $922,336
- Net increase / (decrease)
- $1,552,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Actuarial Consulting, Inc. | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $33,278 | not reported in the loaded dataset | 2023 |
| Archer Byington Glennon, Llp | LEGAL COUNSEL | $18,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $2,146 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 868 Ibt Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Floral Park, NY
- First Actuarial Consulting, Inc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Archer Byington Glennon, Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation