Local 917 Pension Fund — Form 5500 plan (Board Of Trustees Local 917 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 917 Pension Fund is a benefit plan reported by Board Of Trustees Local 917 Pension Fund under EIN 13-6086164 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,559 participants and $27,759,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 917 Pension Fund
- EIN
- 13-6086164
- Plan number
- 001
- Plan type
- 1
- Location
- Floral Park, NY
- Latest filing year
- 2023
- Participants
- 1,559
- End-of-year plan assets
- $27,759,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,559 | H, C | 20250807134419NAL0003481777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,759,885
- Total liabilities (EOY)
- $49,081
- Net assets (EOY)
- $27,710,804
- Net assets (BOY)
- $28,627,410
Income & contributions
- Employer contributions
- $645,856
- Total contributions
- $645,856
- Total income / additions
- $2,278,929
Expenses & distributions
- Benefits paid
- $2,572,369
- Administrative expenses
- $623,166
- Total expenses
- $3,195,535
- Net increase / (decrease)
- -$916,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Calibre Cpa Group, Pllc | AUDITOR | $53,312 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Team LLC | NONE | $51,744 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $37,333 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | LEGAL COUNSEL | $30,000 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles And Company | NONE | $9,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 917 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Floral Park, NY
- Calibre Cpa Group, Pllc — Schedule C compensation
- First Actuarial Consulting Team LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Loomis, Sayles And Company — Schedule C compensation