Liquor Salesmen'S Union Local 2 Pension Fund — Form 5500 plan (Board Of Trustees Of Liquor Salesmen'S Union Local 2 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, Liquor Salesmen'S Union Local 2 Pension Fund is a benefit plan reported by Board Of Trustees Of Liquor Salesmen'S Union Local 2 Pension Fund under EIN 51-0156423 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,066 participants and $75,166,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Liquor Salesmen'S Union Local 2 Pension Fund
- EIN
- 51-0156423
- Plan number
- 001
- Plan type
- 1
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 1,066
- End-of-year plan assets
- $75,166,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,066 | H, C | 20241015175627NAL0030558369005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,166,683
- Total liabilities (EOY)
- $62,456
- Net assets (EOY)
- $75,104,227
- Net assets (BOY)
- $70,666,083
Income & contributions
- Employer contributions
- $1,431,829
- Total contributions
- $1,431,829
- Total income / additions
- $9,782,739
Expenses & distributions
- Benefits paid
- $4,825,089
- Administrative expenses
- $519,506
- Total expenses
- $5,344,595
- Net increase / (decrease)
- $4,438,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company | AUDITOR OF RELATED ORG | $51,000 | not reported in the loaded dataset | 2023 |
| Dawn Decristo | NONE | $49,875 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $49,874 | $0 | 2023 |
| Intercontinental Real Estate Corp. | NONE | $48,826 | not reported in the loaded dataset | 2023 |
| Dickinson Group LLC | ACTUARY OF RELATED ORG | $32,800 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, LLC | INVST. MGR OF RELATED ORG | $22,972 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $20,305 | $0 | 2023 |
| Amalgamated Bank Of Chicago | NONE | $5,040 | $0 | 2023 |
| Proskauer Rose Llp | ATTORNEY OF A RELATED ORG | $5,021 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Liquor Salesmen'S Union Local 2 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Staten Island, NY
- Segal Marco Advisors — Schedule C compensation
- Buchbinder Tunick & Company — Schedule C compensation
- Dawn Decristo — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Dickinson Group LLC — Schedule C compensation
- Manning & Napier Advisors, LLC — Schedule C compensation
- Northern Trust — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation