Local 734 Pension Fund — Form 5500 plan (Board Of Trustees Local 734 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 734 Pension Fund is a benefit plan reported by Board Of Trustees Local 734 Pension Fund under EIN 22-6174132 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,147 participants and $55,252,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 734 Pension Fund
- EIN
- 22-6174132
- Plan number
- 002
- Plan type
- 1
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 2,147
- End-of-year plan assets
- $55,252,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,147 | H, C | 20250502102008NAL0002782275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,252,278
- Total liabilities (EOY)
- $2,199,756
- Net assets (EOY)
- $53,052,522
- Net assets (BOY)
- $52,080,744
Income & contributions
- Employer contributions
- $372,621
- Total contributions
- $372,621
- Total income / additions
- $11,469,457
Expenses & distributions
- Benefits paid
- $9,603,663
- Administrative expenses
- $894,016
- Total expenses
- $10,497,679
- Net increase / (decrease)
- $971,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $67,106 | not reported in the loaded dataset | 2023 |
| Kroll Heineman Ptasiewicz & Parsons | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $50,500 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $46,400 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co., LLC | NONE | $40,315 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital, LLC | NONE | $31,915 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $21,436 | $0 | 2023 |
| Syntonic Systems, Inc | NONE | $16,315 | not reported in the loaded dataset | 2023 |
| William Martin | TRUSTEE | $15,750 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $13,354 | 2023 |
| Bridgeway Benefit Technologies | NONE | $13,196 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 734 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Kroll Heineman Ptasiewicz & Parsons — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Lord Abbett & Co., LLC — Schedule C compensation
- Atalanta Sosnoff Capital, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Syntonic Systems, Inc — Schedule C compensation
- William Martin — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation