Local 68 Engineers Union Pension Plan — Form 5500 plan (Local 68 Engineers Union Pension Fund Board Of Trustees)
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 68 Engineers Union Pension Plan is a benefit plan reported by Local 68 Engineers Union Pension Fund Board Of Trustees under EIN 51-0176618 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,233 participants and $436,392,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 68 Engineers Union Pension Fund Board Of Trustees
- EIN
- 51-0176618
- Plan number
- 001
- Plan type
- 1
- Location
- W. Caldwell, NJ
- Latest filing year
- 2023
- Participants
- 5,233
- End-of-year plan assets
- $436,392,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,233 | H, C | 20250414124510NAL0001696001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $436,392,717
- Total liabilities (EOY)
- $139,636
- Net assets (EOY)
- $436,253,081
- Net assets (BOY)
- $414,381,241
Income & contributions
- Employer contributions
- $31,654,322
- Total contributions
- $31,654,322
- Total income / additions
- $64,769,208
Expenses & distributions
- Benefits paid
- $41,573,664
- Administrative expenses
- $1,323,704
- Total expenses
- $42,897,368
- Net increase / (decrease)
- $21,871,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hardman Johnston Global Advisors | NONE | $252,261 | not reported in the loaded dataset | 2023 |
| Local 68 Eng Union Welfare Fund | AFFILIATED FUND | $145,286 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $140,000 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors LLC | NONE | $137,461 | not reported in the loaded dataset | 2023 |
| Local 68 Eng Union Education Fd | AFFILIATED FUND | $116,574 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $22,096 | $20,176 | 2023 |
| The Northern Trust Co | NONE | $41,187 | $0 | 2023 |
| Wedge Capital Mgmt Llp | NONE | $36,460 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services LLC | NONE | $35,250 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $33,526 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Ptrs | NONE | $32,371 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi & Borg P.C. | NONE | $31,555 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Chris Ruton | EMPLOYEE | $27,121 | not reported in the loaded dataset | 2023 |
| Wasilewski & Keating Pc | NONE | $17,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 68 Engineers Union Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in W. Caldwell, NJ
- Hardman Johnston Global Advisors — Schedule C compensation
- Local 68 Eng Union Welfare Fund — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Great Lakes Advisors LLC — Schedule C compensation
- Local 68 Eng Union Education Fd — Schedule C compensation
- Comerica Bank — Schedule C compensation
- The Northern Trust Co — Schedule C compensation
- Wedge Capital Mgmt Llp — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Chartwell Investment Ptrs — Schedule C compensation
- Oransky Scaraggi & Borg P.C. — Schedule C compensation
- Mspc — Schedule C compensation
- Chris Ruton — Schedule C compensation
- Wasilewski & Keating Pc — Schedule C compensation