Excavators Union Local 731 Fund Employees Pension Plan — Form 5500 plan (Excavators Union Local 731 Pen.Fun Employees 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, Excavators Union Local 731 Fund Employees Pension Plan is a benefit plan reported by Excavators Union Local 731 Pen.Fun Employees Pension Plan under EIN 13-6136002 and plan number 001. The latest loaded filing year is 2023. The filing reports 77 participants and $26,261,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excavators Union Local 731 Pen.Fun Employees Pension Plan
- EIN
- 13-6136002
- Plan number
- 001
- Plan type
- 3
- Location
- Astoria, NY
- Latest filing year
- 2023
- Participants
- 77
- End-of-year plan assets
- $26,261,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 77 | I | 20241008160011NAL0034367042001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $26,261,948
- Total liabilities (EOY)
- $7,500
- Net assets (EOY)
- $26,254,448
- Net assets (BOY)
- $24,621,030
Income & contributions
- Total income / additions
- $2,897,245
Expenses & distributions
- Benefits paid
- $1,021,584
- Administrative expenses
- $234,851
- Total expenses
- $1,263,827
- Net increase / (decrease)
- $1,633,418
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.