Plan5500

Local 413 Pension Trust Fund — Form 5500 plan (Board Of Trustees Local 413 Pension Trust 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 413 Pension Trust Fund is a benefit plan reported by Board Of Trustees Local 413 Pension Trust Fund under EIN 13-6621330 and plan number 001. The latest loaded filing year is 2023. The filing reports 830 participants and $265,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Local 413 Pension Trust Fund
EIN
13-6621330
Plan number
001
Plan type
1
Location
Brooklyn, NY
Latest filing year
2023
Participants
830
End-of-year plan assets
$265,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023830H, C20241015184251NAL0017062003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$265,856
Total liabilities (EOY)
$12,597,956
Net assets (EOY)
-$12,332,100
Net assets (BOY)
-$10,086,780

Expenses & distributions

Benefits paid
$1,212,789
Administrative expenses
$196,201
Total expenses
$2,245,320
Net increase / (decrease)
-$2,245,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rothberg, Straus & Contrubis LlpPLAN ADMINISTRATOR$105,000not reported in the loaded dataset2023
Rothberg, Straus & Contrubis LlpLEGAL$25,000not reported in the loaded dataset2023
Gettry Marcus Cpa, P.C.ACCOUNTANT$19,250not reported in the loaded dataset2023

Related Form 5500 pages