Mcasf Local 725 Pension Plan — Form 5500 plan (Board Of Trustees Mcasf Local 725 Pension Trust 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, Mcasf Local 725 Pension Plan is a benefit plan reported by Board Of Trustees Mcasf Local 725 Pension Trust Fund under EIN 59-6123621 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,021 participants and $220,059,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Mcasf Local 725 Pension Trust Fund
- EIN
- 59-6123621
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 2,021
- End-of-year plan assets
- $220,059,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,021 | H, C | 20241015072911NAL0027762449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,059,557
- Total liabilities (EOY)
- $253,815
- Net assets (EOY)
- $219,805,742
- Net assets (BOY)
- $198,724,550
Income & contributions
- Employer contributions
- $9,274,384
- Total contributions
- $9,274,384
- Total income / additions
- $33,221,719
Expenses & distributions
- Benefits paid
- $10,795,195
- Administrative expenses
- $1,345,332
- Total expenses
- $12,140,527
- Net increase / (decrease)
- $21,081,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcasf Local 725 Service Corp | CAPTIVE SERVICE PROVIDER | $252,000 | not reported in the loaded dataset | 2023 |
| Karpus Management, Inc. | NONE KNOWN | $196,194 | $0 | 2023 |
| Ullico Investment Advisors Inc. | NONE KNOWN | $143,163 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE KNOWN | $129,305 | $0 | 2023 |
| Nepc, LLC | NONE KNOWN | $127,800 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE KNOWN | $64,335 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $63,883 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $59,699 | not reported in the loaded dataset | 2023 |
| Hessian & Mckasy, Pa | NONE KNOWN | $49,727 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE KNOWN | $48,931 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE KNOWN | $39,648 | $0 | 2023 |
| Sawgrass Asset Management LLC | NONE KNOWN | $35,579 | $0 | 2023 |
| Pension Benefit Information LLC | NONE KNOWN | $12,759 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE KNOWN | $7,429 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE KNOWN | $7,383 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Mcasf Local 725 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Mcasf Local 725 Service Corp — Schedule C compensation
- Karpus Management, Inc. — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Hessian & Mckasy, Pa — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Sawgrass Asset Management LLC — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation