Dc 37 Local 389 Home Care Employees Pension Fund — Form 5500 plan (Dc 37 Local 389 Home Care Employees 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, Dc 37 Local 389 Home Care Employees Pension Fund is a benefit plan reported by Dc 37 Local 389 Home Care Employees Pension Fund under EIN 13-3698650 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,872 participants and $59,405,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dc 37 Local 389 Home Care Employees Pension Fund
- EIN
- 13-3698650
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 7,872
- End-of-year plan assets
- $59,405,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,872 | H, C | 20241015221721NAL0017284195002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,405,691
- Total liabilities (EOY)
- $358,297
- Net assets (EOY)
- $59,047,394
- Net assets (BOY)
- $58,812,471
Income & contributions
- Employer contributions
- $934,839
- Total contributions
- $934,839
- Total income / additions
- $5,317,849
Expenses & distributions
- Benefits paid
- $3,821,072
- Administrative expenses
- $1,261,854
- Total expenses
- $5,082,926
- Net increase / (decrease)
- $234,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dictrict Council 37 Local 389 Wf | REIMBURSED EXPENSES | $519,673 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARY | $134,522 | not reported in the loaded dataset | 2023 |
| American Core Realty Fund | INFORMATION MANAGER | $85,134 | $0 | 2023 |
| Segal Marco Advisors Inc | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Rogoff & Company Pc | AUDITOR | $36,000 | not reported in the loaded dataset | 2023 |
| Daniel H. Cook Associates Inc | CLAIMS PROCESSING | $33,351 | not reported in the loaded dataset | 2023 |
| Ford Harrison Llp | ATTORNEY | $27,080 | not reported in the loaded dataset | 2023 |
| Cohen Weiss & Simon Llp | ATTORNEY | $23,977 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | INVESTMENT ADVISOR | $23,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dc 37 Local 389 Home Care Employees Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Dictrict Council 37 Local 389 Wf — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- American Core Realty Fund — Schedule C compensation
- Segal Marco Advisors Inc — Schedule C compensation
- Rogoff & Company Pc — Schedule C compensation
- Daniel H. Cook Associates Inc — Schedule C compensation
- Ford Harrison Llp — Schedule C compensation
- Cohen Weiss & Simon Llp — Schedule C compensation
- Invesco Trust Company — Schedule C compensation