H.F.I.A.W. Local No. 32 - Pension Trust Fund — Form 5500 plan (Board Of Trustees - H.F.I.A.W. Local No.32 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, H.F.I.A.W. Local No. 32 - Pension Trust Fund is a benefit plan reported by Board Of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund under EIN 22-1715513 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $84,500,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund
- EIN
- 22-1715513
- Plan number
- 001
- Plan type
- 1
- Location
- Hopatcong, NJ
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $84,500,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241014101332NAL0014751715002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,500,618
- Total liabilities (EOY)
- $92,114
- Net assets (EOY)
- $84,408,504
- Net assets (BOY)
- $79,085,592
Income & contributions
- Employer contributions
- $3,572,192
- Total contributions
- $3,572,192
- Total income / additions
- $11,703,635
Expenses & distributions
- Benefits paid
- $5,585,778
- Administrative expenses
- $794,945
- Total expenses
- $6,380,723
- Net increase / (decrease)
- $5,322,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci Assoc | NONE | $192,060 | not reported in the loaded dataset | 2023 |
| Gamco | NONE | $139,675 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management | NONE | $69,585 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $60,244 | not reported in the loaded dataset | 2023 |
| Blackstone Alt Asset Mgmt | NONE | $41,112 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $39,419 | not reported in the loaded dataset | 2023 |
| Md Sass | NONE | $39,159 | not reported in the loaded dataset | 2023 |
| Wakefield Asset Management | NONE | $38,446 | not reported in the loaded dataset | 2023 |
| Siguler Guff Advisors | INVESTMENT MANAGER | $37,900 | not reported in the loaded dataset | 2023 |
| Mets Schiro & Mcgovern | NONE | $33,611 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $33,275 | not reported in the loaded dataset | 2023 |
| Banner Ridge | NONE | $30,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hopatcong, NJ
- Basil Castrovinci Assoc — Schedule C compensation
- Gamco — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Blackstone Alt Asset Mgmt — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Md Sass — Schedule C compensation
- Wakefield Asset Management — Schedule C compensation
- Siguler Guff Advisors — Schedule C compensation
- Mets Schiro & Mcgovern — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Banner Ridge — Schedule C compensation