Pension Plan Of Local 464a — Form 5500 plan (Pension Plan Of Local 464a)
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, Pension Plan Of Local 464a is a benefit plan reported by Pension Plan Of Local 464a under EIN 22-6051600 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,801 participants and $1,046,860,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pension Plan Of Local 464a
- EIN
- 22-6051600
- Plan number
- 001
- Plan type
- 1
- Location
- Little Falls, NJ
- Latest filing year
- 2023
- Participants
- 20,801
- End-of-year plan assets
- $1,046,860,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,801 | H, C | 20240730145215NAL0034591264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,046,860,783
- Total liabilities (EOY)
- $402,841
- Net assets (EOY)
- $1,046,457,942
- Net assets (BOY)
- $905,630,560
Income & contributions
- Employer contributions
- $11,476,211
- Total contributions
- $11,476,211
- Total income / additions
- $186,894,878
Expenses & distributions
- Benefits paid
- $41,387,158
- Administrative expenses
- $4,680,338
- Total expenses
- $46,067,496
- Net increase / (decrease)
- $140,827,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Bank | NONE | $1,321,083 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | not reported in the loaded dataset | $930,627 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | not reported in the loaded dataset | $480,319 | not reported in the loaded dataset | 2023 |
| Pnc Bank ,N.A. | not reported in the loaded dataset | $172,195 | not reported in the loaded dataset | 2023 |
| Murphy Anderson Pllc | not reported in the loaded dataset | $114,083 | not reported in the loaded dataset | 2023 |
| Health Plan Systems, Inc. | NONE | $95,865 | not reported in the loaded dataset | 2023 |
| Rosenberg Rich Baker Berman | not reported in the loaded dataset | $75,980 | not reported in the loaded dataset | 2023 |
| Umberto Mariconda | EMPLOYEE | $64,389 | not reported in the loaded dataset | 2023 |
| Vincent Piscitelli | EMPLOYEE | $62,425 | not reported in the loaded dataset | 2023 |
| Richard Melber | EMPLOYEE | $61,520 | not reported in the loaded dataset | 2023 |
| Savasta & Co | not reported in the loaded dataset | $60,024 | not reported in the loaded dataset | 2023 |
| Joanne Piscitelli | EMPLOYEE | $40,687 | not reported in the loaded dataset | 2023 |
| Dina Altonjy | EMPLOYEE | $30,062 | not reported in the loaded dataset | 2023 |
| Joseph Jewell | EMPLOYEE | $27,788 | not reported in the loaded dataset | 2023 |
| Diane Botta | NONE | $24,716 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | not reported in the loaded dataset | $20,590 | not reported in the loaded dataset | 2023 |
| Patricia Sabatini | EMPLOYEE | $16,917 | not reported in the loaded dataset | 2023 |
| Stokes Investment Consulting LLC | INVESTMENT MANAGEMENT | $9,542 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pension Plan Of Local 464a
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Little Falls, NJ
- Principal Bank — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Pnc Bank ,N.A. — Schedule C compensation
- Murphy Anderson Pllc — Schedule C compensation
- Health Plan Systems, Inc. — Schedule C compensation
- Rosenberg Rich Baker Berman — Schedule C compensation
- Umberto Mariconda — Schedule C compensation
- Vincent Piscitelli — Schedule C compensation
- Richard Melber — Schedule C compensation
- Savasta & Co — Schedule C compensation
- Joanne Piscitelli — Schedule C compensation
- Dina Altonjy — Schedule C compensation
- Joseph Jewell — Schedule C compensation
- Diane Botta — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Patricia Sabatini — Schedule C compensation
- Stokes Investment Consulting LLC — Schedule C compensation