Local 1034 Pension Fund — Form 5500 plan (Board Of Trustees Of Local 1034 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 1034 Pension Fund is a benefit plan reported by Board Of Trustees Of Local 1034 Pension Fund under EIN 13-6594795 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,317 participants and $63,560,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 1034 Pension Fund
- EIN
- 13-6594795
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,317
- End-of-year plan assets
- $63,560,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,317 | H, C | 20241014155856NAL0015253587002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,560,703
- Total liabilities (EOY)
- $224,048
- Net assets (EOY)
- $63,336,655
- Net assets (BOY)
- $63,373,829
Income & contributions
- Employer contributions
- $1,067,887
- Total contributions
- $1,067,887
- Total income / additions
- $9,010,231
Expenses & distributions
- Benefits paid
- $7,791,190
- Administrative expenses
- $1,256,215
- Total expenses
- $9,047,405
- Net increase / (decrease)
- -$37,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Proskauer Rose Llp | NONE | $316,173 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $66,388 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $42,910 | not reported in the loaded dataset | 2023 |
| Deborah Danner | EMPLOYEE | $40,046 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $40,030 | not reported in the loaded dataset | 2023 |
| C And S Consulting | NONE | $38,400 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $35,604 | $0 | 2023 |
| Sharon Huang | EMPLOYEE | $31,546 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $23,934 | not reported in the loaded dataset | 2023 |
| Tocqueville Asset Management | NONE | $16,536 | not reported in the loaded dataset | 2023 |
| Skybridge Capital | NONE | $12,533 | $0 | 2023 |
| Withum Smith And Brown | NONE | $8,151 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $5,811 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 1034 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Proskauer Rose Llp — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Deborah Danner — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- C And S Consulting — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Sharon Huang — Schedule C compensation
- Quan-Vest Consultants — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Tocqueville Asset Management — Schedule C compensation
- Skybridge Capital — Schedule C compensation
- Withum Smith And Brown — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation