Bac Local #5 New York Pension Plan — Form 5500 plan (Bac Local #5 New York 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, Bac Local #5 New York Pension Plan is a benefit plan reported by Bac Local #5 New York Pension Plan under EIN 14-6016608 and plan number 001. The latest loaded filing year is 2023. The filing reports 744 participants and $64,581,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bac Local #5 New York Pension Plan
- EIN
- 14-6016608
- Plan number
- 001
- Plan type
- 1
- Location
- Rego Park, NY
- Latest filing year
- 2023
- Participants
- 744
- End-of-year plan assets
- $64,581,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 744 | H, C | 20241010170054NAL0021485713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,581,364
- Total liabilities (EOY)
- $378,547
- Net assets (EOY)
- $64,202,817
- Net assets (BOY)
- $61,702,737
Income & contributions
- Employer contributions
- $725,709
- Total contributions
- $725,709
- Total income / additions
- $8,289,437
Expenses & distributions
- Benefits paid
- $5,232,892
- Administrative expenses
- $556,465
- Total expenses
- $5,789,357
- Net increase / (decrease)
- $2,500,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $157,560 | $0 | 2023 |
| The Segal Company (Eastern States), | NONE | $117,185 | not reported in the loaded dataset | 2023 |
| Columbia | NONE | $93,911 | not reported in the loaded dataset | 2023 |
| Pension And Annuity Plan Of Brickla | NONE | $42,017 | not reported in the loaded dataset | 2023 |
| Teal, Becker, & Chiaramonte Cpas Pc | NONE | $37,350 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $9,385 | not reported in the loaded dataset | 2023 |
| Robeco/Boston Partners | NONE | $5,549 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bac Local #5 New York Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rego Park, NY
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- The Segal Company (Eastern States), — Schedule C compensation
- Columbia — Schedule C compensation
- Pension And Annuity Plan Of Brickla — Schedule C compensation
- Teal, Becker, & Chiaramonte Cpas Pc — Schedule C compensation
- Barnes, Iaccarino & Shepherd, Llp — Schedule C compensation
- Robeco/Boston Partners — Schedule C compensation