Material Yard Workers Local No. 1175 Pension Fund — Form 5500 plan (Board Of Trustees Of Material Yard Workers Local No. 1175 Pension Plan)
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, Material Yard Workers Local No. 1175 Pension Fund is a benefit plan reported by Board Of Trustees Of Material Yard Workers Local No. 1175 Pension Plan under EIN 13-6125828 and plan number 001. The latest loaded filing year is 2023. The filing reports 600 participants and $40,782,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Material Yard Workers Local No. 1175 Pension Plan
- EIN
- 13-6125828
- Plan number
- 001
- Plan type
- 1
- Location
- Astoria, NY
- Latest filing year
- 2023
- Participants
- 600
- End-of-year plan assets
- $40,782,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20250415095452NAL0003195825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,782,445
- Total liabilities (EOY)
- $2,094,778
- Net assets (EOY)
- $38,687,667
- Net assets (BOY)
- $35,174,794
Income & contributions
- Employer contributions
- $2,337,243
- Total contributions
- $2,337,243
- Total income / additions
- $7,146,088
Expenses & distributions
- Benefits paid
- $2,952,318
- Administrative expenses
- $680,897
- Total expenses
- $3,633,215
- Net increase / (decrease)
- $3,512,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | SERVICES RELATED | $267,322 | $0 | 2023 |
| Gorlick, Kravitz & Listhaus, P.C. | SERVICES RELATED | $120,631 | not reported in the loaded dataset | 2023 |
| The Segal Company | SERVICES RELATED | $50,250 | not reported in the loaded dataset | 2023 |
| Lerner Law Firm And Associates | SERVICES RELATED | $38,750 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | SERVICES RELATED | $30,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Material Yard Workers Local No. 1175 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Astoria, NY
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation
- Gorlick, Kravitz & Listhaus, P.C. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Lerner Law Firm And Associates — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation