Plan5500

Retirement Plan Of Local 1102 Retirement Fund — Form 5500 plan (Local 1102 Retirement 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, Retirement Plan Of Local 1102 Retirement Fund is a benefit plan reported by Local 1102 Retirement Fund under EIN 13-5669982 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $745,754 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Local 1102 Retirement Fund
EIN
13-5669982
Plan number
001
Plan type
1
Location
Woodbury, NY
Latest filing year
2023
Participants
251
End-of-year plan assets
$745,754

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20240716133231NAL0002647073004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$745,754
Total liabilities (EOY)
$64,202
Net assets (EOY)
$681,552
Net assets (BOY)
$725,571

Income & contributions

Total contributions
$354,385
Total income / additions
$354,385

Expenses & distributions

Benefits paid
$225,239
Administrative expenses
$173,165
Total expenses
$398,404
Net increase / (decrease)
-$44,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Local 1102 RwdsuAFFILIATED LOCAL UNION$93,894not reported in the loaded dataset2023
Local 1102 Retirement TrustAFFILIATED BENEFIT FUND$25,686not reported in the loaded dataset2023
First Actuarial Consulting IncNONE$13,518not reported in the loaded dataset2023
Berdon LlpNONE$9,454not reported in the loaded dataset2023

Related Form 5500 pages