Boilermakers Lodge 329 Pension Fund — Form 5500 plan (Trustees Of The Boilermakers Lodge 329 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, Boilermakers Lodge 329 Pension Fund is a benefit plan reported by Trustees Of The Boilermakers Lodge 329 Pension Fund under EIN 23-1609696 and plan number 001. The latest loaded filing year is 2023. The filing reports 75 participants and $3,565,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Boilermakers Lodge 329 Pension Fund
- EIN
- 23-1609696
- Plan number
- 001
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 75
- End-of-year plan assets
- $3,565,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 75 | H, C | 20241006084216NAL0027887810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,565,923
- Total liabilities (EOY)
- $712
- Net assets (EOY)
- $3,565,211
- Net assets (BOY)
- $3,412,517
Income & contributions
- Employer contributions
- $151,925
- Total contributions
- $151,925
- Total income / additions
- $597,310
Expenses & distributions
- Benefits paid
- $336,777
- Administrative expenses
- $107,839
- Total expenses
- $444,616
- Net increase / (decrease)
- $152,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Holroyd Gelman Pc | NONE | $27,786 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial & Pension Services | NONE | $22,780 | not reported in the loaded dataset | 2023 |
| Bpas | NONE | $19,350 | not reported in the loaded dataset | 2023 |
| Fabian & Byrn LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Boilermakers Lodge 329 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Holroyd Gelman Pc — Schedule C compensation
- Bpas Actuarial & Pension Services — Schedule C compensation
- Bpas — Schedule C compensation
- Fabian & Byrn LLC — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation