Gerber Pension Plan — Form 5500 plan (Aipcf Vi Lg Funding, Lp)
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, Gerber Pension Plan is a benefit plan reported by Aipcf Vi Lg Funding, Lp under EIN 86-1917242 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,189 participants and $99,238,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aipcf Vi Lg Funding, Lp
- EIN
- 86-1917242
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,189
- End-of-year plan assets
- $99,238,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,189 | H, C | 20241010090451NAL0009840563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,238,055
- Total liabilities (EOY)
- $6,052,678
- Net assets (EOY)
- $93,185,377
- Net assets (BOY)
- $66,153,604
Income & contributions
- Employer contributions
- $22,211,000
- Total contributions
- $22,211,000
- Total income / additions
- $34,328,511
Expenses & distributions
- Benefits paid
- $5,706,689
- Administrative expenses
- $1,590,049
- Total expenses
- $7,296,738
- Net increase / (decrease)
- $27,031,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Agilis Partners LLC | NONE | $301,511 | not reported in the loaded dataset | 2023 |
| Fidelity Instituional Operations Co | NONE | $170,083 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $80,968 | $0 | 2023 |
| Fiducient Advisors LLC | NONE | $72,839 | not reported in the loaded dataset | 2023 |
| Legal And General Investment | NONE | $56,424 | $0 | 2023 |
| Shipman & Goodwin Llp | NONE | $20,364 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $19,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aipcf Vi Lg Funding, Lp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Agilis Partners LLC — Schedule C compensation
- Fidelity Instituional Operations Co — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Legal And General Investment — Schedule C compensation
- Shipman & Goodwin Llp — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation