Local 377 Pension Fund — Form 5500 plan (Joint Board Of Trustees Of Local 377 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 377 Pension Fund is a benefit plan reported by Joint Board Of Trustees Of Local 377 Pension Fund under EIN 13-6177810 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,338 participants and $21,794,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Local 377 Pension Fund
- EIN
- 13-6177810
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,338
- End-of-year plan assets
- $21,794,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,338 | H, C | 20241013100011NAL0012381267002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,794,415
- Total liabilities (EOY)
- $99,121
- Net assets (EOY)
- $21,695,294
- Net assets (BOY)
- $19,196,492
Income & contributions
- Employer contributions
- $815,964
- Total contributions
- $815,964
- Total income / additions
- $3,951,655
Expenses & distributions
- Benefits paid
- $1,048,686
- Administrative expenses
- $404,167
- Total expenses
- $1,452,853
- Net increase / (decrease)
- $2,498,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs | NONE | $106,048 | not reported in the loaded dataset | 2023 |
| Rothman Rocco Laruffa Llp | NONE | $44,904 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Team | NONE | $38,700 | not reported in the loaded dataset | 2023 |
| Castiglia, Llp | NONE | $35,100 | not reported in the loaded dataset | 2023 |
| Syntonic Systems, Inc. | NONE | $8,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Local 377 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ubs — Schedule C compensation
- Rothman Rocco Laruffa Llp — Schedule C compensation
- First Actuarial Consulting Team — Schedule C compensation
- Castiglia, Llp — Schedule C compensation
- Syntonic Systems, Inc. — Schedule C compensation