Local 381 Pension Fund — Form 5500 plan (Board Of Trustees Local 381 Pension)
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 381 Pension Fund is a benefit plan reported by Board Of Trustees Local 381 Pension under EIN 13-6119547 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,993 participants and $104,654,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 381 Pension
- EIN
- 13-6119547
- Plan number
- 001
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 1,993
- End-of-year plan assets
- $104,654,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,993 | H, C | 20241011124405NAL0043708082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,654,386
- Total liabilities (EOY)
- $4,532,597
- Net assets (EOY)
- $100,121,789
- Net assets (BOY)
- $103,391,914
Income & contributions
- Employer contributions
- $53,282
- Total contributions
- $53,282
- Total income / additions
- $7,211,799
Expenses & distributions
- Benefits paid
- $9,391,152
- Administrative expenses
- $1,090,772
- Total expenses
- $10,481,924
- Net increase / (decrease)
- -$3,270,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Realty Advisors | NONE | $162,796 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital, LLC | NONE | $129,990 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $100,410 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $54,181 | not reported in the loaded dataset | 2023 |
| Smith Affiliated Capital | NONE | $43,739 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $40,600 | not reported in the loaded dataset | 2023 |
| Barnes Iaccarino & Shepherd Llp | ATTORNEY | $30,000 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | ACCOUNTANT | $28,700 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $24,399 | $0 | 2023 |
| Syntonic Systems | COMPUTER PROGRAMMER | $14,888 | not reported in the loaded dataset | 2023 |
| Sage Advisory Ltd. Co. | NONE | $10,836 | not reported in the loaded dataset | 2023 |
| Terry Ohlinger | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Alphonse Falco | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Msi Technologies, LLC | NONE | $5,006 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 381 Pension
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- American Realty Advisors — Schedule C compensation
- Atalanta Sosnoff Capital, LLC — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Smith Affiliated Capital — Schedule C compensation
- The Segal Company — Schedule C compensation
- Barnes Iaccarino & Shepherd Llp — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Bank Of America — Schedule C compensation
- Syntonic Systems — Schedule C compensation
- Sage Advisory Ltd. Co. — Schedule C compensation
- Terry Ohlinger — Schedule C compensation
- Alphonse Falco — Schedule C compensation
- Msi Technologies, LLC — Schedule C compensation