Local 272 Labor Management Pension Fund — Form 5500 plan (Board Of Trustees Of Local 272 Labor Management 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 272 Labor Management Pension Fund is a benefit plan reported by Board Of Trustees Of Local 272 Labor Management Pension Fund under EIN 13-5673836 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,303 participants and $499,498,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 272 Labor Management Pension Fund
- EIN
- 13-5673836
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 15,303
- End-of-year plan assets
- $499,498,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,303 | H, C | 20260121122939NAL0004353715002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $499,498,380
- Total liabilities (EOY)
- $2,320,256
- Net assets (EOY)
- $497,178,124
- Net assets (BOY)
- $396,176,810
Income & contributions
- Employer contributions
- $8,599,876
- Total contributions
- $8,599,876
- Total income / additions
- $122,533,952
Expenses & distributions
- Benefits paid
- $18,205,749
- Administrative expenses
- $3,326,889
- Total expenses
- $21,532,638
- Net increase / (decrease)
- $101,001,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dana Investment Advisors | NONE | $438,610 | $0 | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $416,844 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates Inc | NONE | $398,523 | $0 | 2023 |
| Old Glory Asset Management | NONE | $253,535 | not reported in the loaded dataset | 2023 |
| Pitta Llp | LEGAL COUNSEL | $160,470 | not reported in the loaded dataset | 2023 |
| Ford Harrison | NONE | $135,032 | not reported in the loaded dataset | 2023 |
| Maria Banchs | EMPLOYEE | $118,099 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $112,996 | not reported in the loaded dataset | 2023 |
| Diana Soltren | EMPLOYEE | $111,065 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $99,839 | $0 | 2023 |
| Marc Goodman | EMPLOYEE | $99,109 | not reported in the loaded dataset | 2023 |
| Jeffery S. Dubin, P.C. | NONE | $91,574 | not reported in the loaded dataset | 2023 |
| Joseph M. Stern And Co. | NONE | $66,041 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $49,126 | not reported in the loaded dataset | 2023 |
| Carlos Rangel, Cpa Pc | NONE | $17,363 | not reported in the loaded dataset | 2023 |
| Top Notch Systems, Inc. | NONE | $11,155 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 272 Labor Management Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Dana Investment Advisors — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Stacey Braun Associates Inc — Schedule C compensation
- Old Glory Asset Management — Schedule C compensation
- Pitta Llp — Schedule C compensation
- Ford Harrison — Schedule C compensation
- Maria Banchs — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Diana Soltren — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Marc Goodman — Schedule C compensation
- Jeffery S. Dubin, P.C. — Schedule C compensation
- Joseph M. Stern And Co. — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Carlos Rangel, Cpa Pc — Schedule C compensation
- Top Notch Systems, Inc. — Schedule C compensation