Employer Local No. 375 Pension Plan — Form 5500 plan (Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant)
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, Employer Local No. 375 Pension Plan is a benefit plan reported by Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant under EIN 23-6542743 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,038 participants and $21,478,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant
- EIN
- 23-6542743
- Plan number
- 001
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 1,038
- End-of-year plan assets
- $21,478,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,038 | H, C | 20250311142322NAL0010759907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,478,272
- Total liabilities (EOY)
- $56,161
- Net assets (EOY)
- $21,422,111
- Net assets (BOY)
- $22,118,601
Income & contributions
- Total income / additions
- $1,643,559
Expenses & distributions
- Benefits paid
- $1,881,304
- Administrative expenses
- $458,745
- Total expenses
- $2,340,049
- Net increase / (decrease)
- -$696,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cohen Weiss And Simon, Llp | NONE | $114,205 | not reported in the loaded dataset | 2023 |
| Beacon Administrators & Consultants | NONE | $66,000 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $37,927 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $30,756 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $25,800 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $24,794 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius, Llp | NONE | $17,638 | not reported in the loaded dataset | 2023 |
| Smith, Graham & C, Investment Advi | NONE | $12,830 | not reported in the loaded dataset | 2023 |
| Dana Investment Advisors | NONE | $7,572 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Cohen Weiss And Simon, Llp — Schedule C compensation
- Beacon Administrators & Consultants — Schedule C compensation
- Principal — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Morgan Lewis & Bockius, Llp — Schedule C compensation
- Smith, Graham & C, Investment Advi — Schedule C compensation
- Dana Investment Advisors — Schedule C compensation