Local No. 8 Retirement Fund — Form 5500 plan (Local No. 8 Retirement 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 No. 8 Retirement Fund is a benefit plan reported by Local No. 8 Retirement Fund under EIN 51-6135501 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $87,493,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local No. 8 Retirement Fund
- EIN
- 51-6135501
- Plan number
- 001
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 598
- End-of-year plan assets
- $87,493,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 598 | H, C | 20241014083722NAL0051574034003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,493,176
- Total liabilities (EOY)
- $106,356
- Net assets (EOY)
- $87,386,820
- Net assets (BOY)
- $79,701,907
Income & contributions
- Employer contributions
- $1,597,390
- Total contributions
- $1,597,390
- Total income / additions
- $11,659,018
Expenses & distributions
- Benefits paid
- $3,462,252
- Administrative expenses
- $511,853
- Total expenses
- $3,974,105
- Net increase / (decrease)
- $7,684,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Trust & Investment Mgmt Co. | NONE | $349,883 | $0 | 2023 |
| The Segal Group | NONE | $57,833 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefits Adm. | NONE | $25,260 | $0 | 2023 |
| Segal Roitman, Llp | NONE | $19,512 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $16,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local No. 8 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Boston Trust & Investment Mgmt Co. — Schedule C compensation
- The Segal Group — Schedule C compensation
- Amalgamated Employee Benefits Adm. — Schedule C compensation
- Segal Roitman, Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation