Sports Arena Employees Local 137 Retirement Fund — Form 5500 plan (Sports Arena Employees Local 137 Retirement 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, Sports Arena Employees Local 137 Retirement Fund is a benefit plan reported by Sports Arena Employees Local 137 Retirement Fund under EIN 22-6073053 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,337 participants and $39,109,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sports Arena Employees Local 137 Retirement Fund
- EIN
- 22-6073053
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,337
- End-of-year plan assets
- $39,109,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,337 | H, C | 20241014073142NAL0025663377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,109,288
- Total liabilities (EOY)
- $164,496
- Net assets (EOY)
- $38,944,792
- Net assets (BOY)
- $21,870,063
Income & contributions
- Total income / additions
- $23,301,248
Expenses & distributions
- Benefits paid
- $5,761,368
- Administrative expenses
- $465,151
- Total expenses
- $6,226,519
- Net increase / (decrease)
- $17,074,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 108 Welfare Fund | RELATED PARTY | $110,766 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $37,150 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $35,625 | $0 | 2023 |
| Novak Francella LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $12,104 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon Llp | NONE | $11,799 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $9,743 | not reported in the loaded dataset | 2023 |
| National Investment Services Inc | NONE | $7,187 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $6,184 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sports Arena Employees Local 137 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Local 108 Welfare Fund — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Cohen, Weiss & Simon Llp — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- National Investment Services Inc — Schedule C compensation
- Wedge Capital Management — Schedule C compensation