Local 18 International Union Of Police & Protection Employees - Isopgu Pension Fund — Form 5500 plan (Board Of Trustees Local 18 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 18 International Union Of Police & Protection Employees - Isopgu Pension Fund is a benefit plan reported by Board Of Trustees Local 18 Pension Fund under EIN 13-6266867 and plan number 004. The latest loaded filing year is 2023. The filing reports 396 participants and $3,486,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 18 Pension Fund
- EIN
- 13-6266867
- Plan number
- 004
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $3,486,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241015144637NAL0016661523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,486,109
- Total liabilities (EOY)
- $64,052
- Net assets (EOY)
- $3,422,057
- Net assets (BOY)
- $3,426,811
Income & contributions
- Total income / additions
- $447,509
Expenses & distributions
- Benefits paid
- $269,539
- Administrative expenses
- $182,724
- Total expenses
- $452,263
- Net increase / (decrease)
- -$4,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Madison Consulting Group | CONTRACT ADMINISTRATOR | $28,000 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARY | $24,576 | not reported in the loaded dataset | 2023 |
| Mogila Law Group LLC | LEGAL | $18,000 | not reported in the loaded dataset | 2023 |
| Fuiman Mogila, Llp | LEGAL | $18,000 | not reported in the loaded dataset | 2023 |
| Gamco Asset Management, Inc. | INVESTMENT MANAGER | $17,678 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $17,500 | not reported in the loaded dataset | 2023 |
| Cadaret, Grant & Company | INVESTMENT ADVISOR | $8,386 | $0 | 2023 |
| Us Bank | INVESTMENT CUSTODIAN | $6,250 | $0 | 2023 |
| Raymond Aquilino | TRUSTEE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 18 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Madison Consulting Group — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Mogila Law Group LLC — Schedule C compensation
- Fuiman Mogila, Llp — Schedule C compensation
- Gamco Asset Management, Inc. — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Cadaret, Grant & Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Raymond Aquilino — Schedule C compensation