The Local 259 Pension Fund — Form 5500 plan (Board Of Trustees Of The Local 259 Pensi 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, The Local 259 Pension Fund is a benefit plan reported by Board Of Trustees Of The Local 259 Pensi Pension Fund under EIN 13-6115077 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,432 participants and $133,090,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Local 259 Pensi Pension Fund
- EIN
- 13-6115077
- Plan number
- 001
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 4,432
- End-of-year plan assets
- $133,090,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,432 | H, C | 20241015224743NAL0015494355002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,090,613
- Total liabilities (EOY)
- $70,035
- Net assets (EOY)
- $133,020,578
- Net assets (BOY)
- $124,039,229
Income & contributions
- Employer contributions
- $3,806,288
- Total contributions
- $3,806,288
- Total income / additions
- $15,739,352
Expenses & distributions
- Benefits paid
- $5,734,250
- Administrative expenses
- $1,023,753
- Total expenses
- $6,758,003
- Net increase / (decrease)
- $8,981,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | PERF. SVCS. FOR REL PLAN | $289,752 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $188,022 | not reported in the loaded dataset | 2023 |
| The Segal Company(Eastern States)In | PERF. SVCS. FOR REL PLAN | $102,355 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | PERF. SVCS. FOR REL PLAN | $56,895 | not reported in the loaded dataset | 2023 |
| Tarter Krinsky & Drogin | PERF. SVCS. FOR REL PLAN | $43,333 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani Llp | SERV. REL. PLAN & UNION | $41,862 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | PERF. SVCS. FOR REL PLAN | $38,557 | $0 | 2023 |
| Segal Marco Advisors | NONE | $31,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Local 259 Pensi Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith American Solutions — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- The Segal Company(Eastern States)In — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Tarter Krinsky & Drogin — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation