Exhibition Employees Local 829 Pension Fund — Form 5500 plan (Board Of Trustees Exhibition Employees Local 829)
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, Exhibition Employees Local 829 Pension Fund is a benefit plan reported by Board Of Trustees Exhibition Employees Local 829 under EIN 13-2995659 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $22,751,938 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22.6MPlan net assets, end of year$22,616,677
Participants254Covered participants reported
Assets / participant$89.6KComputed: assets ÷ participants$89,575 (computed)
Provider compensation$391.1K8 Schedule C provider row(s)$391,117
- Plan sponsor
- Board Of Trustees Exhibition Employees Local 829
- EIN
- 13-2995659
- Plan number
- 001
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241115104215NAL0001261344001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$22.8M total assets
Net assets$22.6MLiabilities$135.3K
Full reported line items
Net assets
- Total assets (EOY)
- $22,751,938
- Total liabilities (EOY)
- $135,261
- Net assets (EOY)
- $22,616,677
- Net assets (BOY)
- $23,171,567
Income & contributions
- Employer contributions
- $519,098
- Total contributions
- $519,098
- Total income / additions
- $2,475,895
Expenses & distributions
- Benefits paid
- $2,578,006
- Administrative expenses
- $452,779
- Total expenses
- $3,030,785
- Net increase / (decrease)
- -$554,890
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income104%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $126,886 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $89,370 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $55,084 | not reported in the loaded dataset | 2023 |
| Judith P. Broach | INDEPENDENT FIDUCIARY | $39,107 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue, Llp | NONE | $38,077 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $22,969 | not reported in the loaded dataset | 2023 |
| Stulberg & Walsh Llp | IND. FIDUCIARY NON-PTR | $10,509 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Serv., Inc. | NONE | $0 | $9,115 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Exhibition Employees Local 829
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- The Segal Company — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Judith P. Broach — Schedule C compensation
- O'Donoghue & O'Donoghue, Llp — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Stulberg & Walsh Llp — Schedule C compensation
- Segal Select Insurance Serv., Inc. — Schedule C compensation