Local No. 171 Pension Plan — Form 5500 plan (Local No. 171 Pension Plan)

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 No. 171 Pension Plan is a benefit plan reported by Local No. 171 Pension Plan under EIN 37-6155648 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $1,552,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Local No. 171 Pension Plan
EIN
37-6155648
Plan number
001
Plan type
1
Location
Mt. Laurel, NJ
Latest filing year
2023
Participants
258
End-of-year plan assets
$1,552,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20250218141508NAL0005482032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,552,057
Total liabilities (EOY)
$66,284
Net assets (EOY)
$1,485,773
Net assets (BOY)
$2,103,888

Income & contributions

Total income / additions
$135,373

Expenses & distributions

Benefits paid
$493,736
Administrative expenses
$259,752
Total expenses
$753,488
Net increase / (decrease)
-$618,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cohen, Weiss, And Simon LlpATTORNEY$119,494not reported in the loaded dataset2023
Beacon Administrators & ConsultantsTPA$38,751not reported in the loaded dataset2023
Larry MagarikTRUSTEE$34,642not reported in the loaded dataset2023
Cheiron IncACTUARY$18,050not reported in the loaded dataset2023
Baratz & Associates, P.A.AUDITOR$12,000not reported in the loaded dataset2023
United BankINVESTMENT ADVISOR$10,000not reported in the loaded dataset2023

Related Form 5500 pages