Building Material Drivers Local 436 Pension Fund — Form 5500 plan (Board Of Trustees Of Building Matl Drivers Local 436 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, Building Material Drivers Local 436 Pension Fund is a benefit plan reported by Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund under EIN 34-6665225 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,409 participants and $113,751,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund
- EIN
- 34-6665225
- Plan number
- 001
- Plan type
- 1
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 1,409
- End-of-year plan assets
- $113,751,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,409 | H, C | 20241015150012NAL0030067809014 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,751,618
- Total liabilities (EOY)
- $242,101
- Net assets (EOY)
- $113,509,517
- Net assets (BOY)
- $20,517,837
Income & contributions
- Employer contributions
- $1,773,238
- Total contributions
- $1,773,238
- Total income / additions
- $9,272,409
Expenses & distributions
- Benefits paid
- $8,501,494
- Administrative expenses
- $934,574
- Total expenses
- $9,436,068
- Net increase / (decrease)
- -$163,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 436 Health & Welfare Plan | BENEFIT FUND | $262,933 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | ACTUARY | $225,336 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | THIRD PARTY ADMINISTRATOR | $173,400 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $54,173 | not reported in the loaded dataset | 2023 |
| Mariner (Fka Andco) | INVESTMENT CONSULTANT | $40,417 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $40,005 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips | ATTORNEY | $26,621 | not reported in the loaded dataset | 2023 |
| Keybank | TRUSTEE / CUSTODIAN | $21,284 | not reported in the loaded dataset | 2023 |
| Margo Jerome, Cpa | ACCOUNTANT | $8,472 | not reported in the loaded dataset | 2023 |
| Invesco National Trust Company | INVESTMENT MANAGER | $6,743 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- Local 436 Health & Welfare Plan — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation
- Mariner (Fka Andco) — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Faulkner, Hoffman & Phillips — Schedule C compensation
- Keybank — Schedule C compensation
- Margo Jerome, Cpa — Schedule C compensation
- Invesco National Trust Company — Schedule C compensation