Local 74 Uswu Pension Fund — Form 5500 plan (Board Of Trustees Local 74 Uswu 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 74 Uswu Pension Fund is a benefit plan reported by Board Of Trustees Local 74 Uswu Pension Fund under EIN 27-1247066 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $12,130,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 74 Uswu Pension Fund
- EIN
- 27-1247066
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $12,130,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20241015175624NAL0029317889004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,130,835
- Total liabilities (EOY)
- $942,845
- Net assets (EOY)
- $11,187,990
- Net assets (BOY)
- $10,273,249
Income & contributions
- Employer contributions
- $535,537
- Total contributions
- $535,537
- Total income / additions
- $1,900,261
Expenses & distributions
- Benefits paid
- $747,860
- Administrative expenses
- $237,660
- Total expenses
- $985,520
- Net increase / (decrease)
- $914,741
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Retirement Plan Services, Inc | NONE | $47,650 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $21,872 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $16,250 | not reported in the loaded dataset | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| O'Dwyer & Bernstein Llp | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Fuiman Mogila, Llp | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 74 Uswu Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Cbiz Retirement Plan Services, Inc — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation
- O'Dwyer & Bernstein Llp — Schedule C compensation
- Fuiman Mogila, Llp — Schedule C compensation