Pension Fund Of Local 227 — Form 5500 plan (Board Of Trustees Of Pension Fund Of Local 227)
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, Pension Fund Of Local 227 is a benefit plan reported by Board Of Trustees Of Pension Fund Of Local 227 under EIN 61-6054018 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,066 participants and $95,466,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Pension Fund Of Local 227
- EIN
- 61-6054018
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 10,066
- End-of-year plan assets
- $95,466,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,066 | H, C | 20250814122705NAL0005407443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,466,224
- Total liabilities (EOY)
- $68,427
- Net assets (EOY)
- $95,397,797
- Net assets (BOY)
- $85,346,091
Income & contributions
- Employer contributions
- $2,247,978
- Total contributions
- $2,247,978
- Total income / additions
- $16,297,864
Expenses & distributions
- Benefits paid
- $4,603,278
- Administrative expenses
- $1,642,880
- Total expenses
- $6,246,158
- Net increase / (decrease)
- $10,051,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Admin | NONE | $391,457 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $156,753 | not reported in the loaded dataset | 2023 |
| Reinhart Attorneys At Law | NONE | $93,289 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $81,047 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $62,718 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc | NONE | $60,861 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick | NONE | $60,282 | $0 | 2023 |
| Pnc Bank | NONE | $60,200 | $0 | 2023 |
| Marquette Associates | NONE | $50,833 | not reported in the loaded dataset | 2023 |
| Gamco | NONE | $30,768 | not reported in the loaded dataset | 2023 |
| P. Whitely, Jr. | TRUSTEE | $5,745 | not reported in the loaded dataset | 2023 |
| R. Gideo | TRUSTEE | $5,341 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Pension Fund Of Local 227
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Admin — Schedule C compensation
- Segal — Schedule C compensation
- Reinhart Attorneys At Law — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- National Investment Services, Inc — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Gamco — Schedule C compensation
- P. Whitely, Jr. — Schedule C compensation
- R. Gideo — Schedule C compensation