Local 150 Hotel And Industry Pension Plan — Form 5500 plan (Local 150 Hotel And Industry 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 150 Hotel And Industry Pension Plan is a benefit plan reported by Local 150 Hotel And Industry Pension Fund under EIN 15-6025164 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $1,324,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 150 Hotel And Industry Pension Fund
- EIN
- 15-6025164
- Plan number
- 001
- Plan type
- 1
- Location
- Hudson, NY
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $1,324,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241014135900NAL0015059907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,324,291
- Total liabilities (EOY)
- $43,890
- Net assets (EOY)
- $1,280,401
- Net assets (BOY)
- $1,257,222
Income & contributions
- Employer contributions
- $131,089
- Total contributions
- $131,089
- Total income / additions
- $305,042
Expenses & distributions
- Benefits paid
- $133,879
- Administrative expenses
- $147,984
- Total expenses
- $281,863
- Net increase / (decrease)
- $23,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uhy Advisors | NONE | $38,329 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial & Pension Services | NONE | $34,320 | not reported in the loaded dataset | 2023 |
| Holm & O'Hara, Llp | NONE | $31,119 | not reported in the loaded dataset | 2023 |
| Dermody, Burke & Brown, Cpas, LLC | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 150 Hotel And Industry Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hudson, NY
- Uhy Advisors — Schedule C compensation
- Bpas Actuarial & Pension Services — Schedule C compensation
- Holm & O'Hara, Llp — Schedule C compensation
- Dermody, Burke & Brown, Cpas, LLC — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation