Plan5500

Local 20408 Pension Fund — Form 5500 plan (Board Of Trustees Of Local 20408 Pension)

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 20408 Pension Fund is a benefit plan reported by Board Of Trustees Of Local 20408 Pension under EIN 13-3078797 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $61,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Local 20408 Pension
EIN
13-3078797
Plan number
001
Plan type
1
Location
Hopatcong, NJ
Latest filing year
2023
Participants
135
End-of-year plan assets
$61,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241015172020NAL0030471329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,653
Total liabilities (EOY)
$5,206,403
Net assets (EOY)
-$5,144,750
Net assets (BOY)
-$4,684,193

Expenses & distributions

Benefits paid
$44,857
Administrative expenses
$59,076
Total expenses
$460,557
Net increase / (decrease)
-$460,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Basil Castrovinci Associates, IncNONE$34,665not reported in the loaded dataset2023
Buchbinder Tunick & Co. LlpNONE$11,587not reported in the loaded dataset2023

Related Form 5500 pages