Local 360 Labor-Management Pension Fund — Form 5500 plan (Local 360 Labor-Management 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, Local 360 Labor-Management Pension Fund is a benefit plan reported by Local 360 Labor-Management Pension Fund under EIN 51-6090661 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,422 participants and $117,452,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 360 Labor-Management Pension Fund
- EIN
- 51-6090661
- Plan number
- 001
- Plan type
- 1
- Location
- Pine Brook, NJ
- Latest filing year
- 2023
- Participants
- 5,422
- End-of-year plan assets
- $117,452,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,422 | H, C | 20241015093012NAL0016060115008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,452,129
- Total liabilities (EOY)
- $113,583
- Net assets (EOY)
- $117,338,546
- Net assets (BOY)
- $109,279,529
Income & contributions
- Employer contributions
- $6,082,749
- Total contributions
- $6,082,749
- Total income / additions
- $19,371,404
Expenses & distributions
- Benefits paid
- $9,954,589
- Administrative expenses
- $1,357,798
- Total expenses
- $11,312,387
- Net increase / (decrease)
- $8,059,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | NONE | $599,269 | $0 | 2023 |
| Tri-State Administrators | NONE | $229,394 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $200,438 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $55,870 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $44,180 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $16,810 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 360 Labor-Management Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pine Brook, NJ
- Merrill Lynch — Schedule C compensation
- Tri-State Administrators — Schedule C compensation
- Cheiron — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Spear Wilderman — Schedule C compensation