Cleveland Longshoremen'S Pension Fund — Form 5500 plan (Cleveland Longshoremen'S 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, Cleveland Longshoremen'S Pension Fund is a benefit plan reported by Cleveland Longshoremen'S Pension Fund under EIN 34-6582620 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $18,709,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleveland Longshoremen'S Pension Fund
- EIN
- 34-6582620
- Plan number
- 001
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $18,709,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20250115143249NAL0021825665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,709,418
- Total liabilities (EOY)
- $6,273
- Net assets (EOY)
- $18,703,145
- Net assets (BOY)
- $16,121,696
Income & contributions
- Employer contributions
- $548,297
- Total contributions
- $548,297
- Total income / additions
- $3,429,602
Expenses & distributions
- Benefits paid
- $649,468
- Administrative expenses
- $198,685
- Total expenses
- $848,153
- Net increase / (decrease)
- $2,581,449
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $49,891 | not reported in the loaded dataset | 2023 |
| Benesys | not reported in the loaded dataset | $28,956 | not reported in the loaded dataset | 2023 |
| The Bogdahn Group | not reported in the loaded dataset | $23,000 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $14,663 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | not reported in the loaded dataset | $12,804 | $0 | 2023 |
| Eberts & Harrison, Inc. | not reported in the loaded dataset | $5,768 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | not reported in the loaded dataset | $5,445 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleveland Longshoremen'S Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Horizon Actuarial Services LLC — Schedule C compensation
- Benesys — Schedule C compensation
- The Bogdahn Group — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Eberts & Harrison, Inc. — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation