District 65 Pension Plan — Form 5500 plan (Board Of Trustees Of The District 65 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, District 65 Pension Plan is a benefit plan reported by Board Of Trustees Of The District 65 Pension Plan under EIN 13-6600145 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,536 participants and $2,111,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The District 65 Pension Plan
- EIN
- 13-6600145
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 4,536
- End-of-year plan assets
- $2,111,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,536 | H, C | 20240827110006NAL0006041827002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,111,707
- Total liabilities (EOY)
- $869,288
- Net assets (EOY)
- $1,242,419
- Net assets (BOY)
- $1,201,234
Income & contributions
- Total contributions
- -$1,000
- Total income / additions
- $10,319,700
Expenses & distributions
- Benefits paid
- $10,007,750
- Administrative expenses
- $270,765
- Total expenses
- $10,278,515
- Net increase / (decrease)
- $41,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E.Shaffer & Co | NONE | $180,055 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Larry Magarik, Esq | NONE | $12,245 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc | NONE | $11,160 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The District 65 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E.Shaffer & Co — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Larry Magarik, Esq — Schedule C compensation
- First Actuarial Consulting, Inc — Schedule C compensation