2023 Form 5500 filing — Local 1102 Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716133231NAL0002647073003) for Local 1102 Retirement Trust, reported by Local 1102 Retirement Trust under EIN 13-1847329 and plan number 001. It reports 4,840 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716133231NAL0002647073003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1102 Retirement Trust
- EIN
- 13-1847329
- Plan number
- 001
- Location
- Woodbury, NY
- Participants
- 4,840
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,891,792
- Total liabilities (EOY)
- $113,153
- Net assets (EOY)
- $35,778,639
- Employer contributions
- $187,498
- Total income / additions
- $8,652,390
- Benefits paid
- $3,370,337
- Administrative expenses
- $867,934
- Total expenses
- $4,238,271
- Net increase / (decrease)
- $4,414,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $182,781 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $130,450 | not reported in the loaded dataset |
| Hudson Canyon Capital Mgmt LLC | NONE | $111,870 | not reported in the loaded dataset |
| Silvan L Salmon | EMPLOYEE | $97,549 | not reported in the loaded dataset |
| Rothman, Rocco, Laruffa Llp | NONE | $69,582 | not reported in the loaded dataset |
| Kristy L Scholfield | EMPLOYEE | $65,096 | not reported in the loaded dataset |
| Doreen Douglas | EMPLOYEE | $62,818 | not reported in the loaded dataset |
| Toni Giannone | EMPLOYEE | $60,448 | not reported in the loaded dataset |
| Lisa A Shepherd | EMPLOYEE | $57,866 | not reported in the loaded dataset |
| Carlos H Umana | EMPLOYEE | $57,130 | not reported in the loaded dataset |
| Patricia M Trimble | EMPLOYEE | $55,476 | not reported in the loaded dataset |
| Kathy M Carbone | EMPLOYEE | $54,547 | not reported in the loaded dataset |
| Marie L Dueno | EMPLOYEE | $51,689 | not reported in the loaded dataset |
| Melissa Bilello | EMPLOYEE | $49,980 | not reported in the loaded dataset |
| Deena W Granowetter | EMPLOYEE | $49,260 | not reported in the loaded dataset |
| Jorge Gomez | EMPLOYEE | $48,053 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc | NONE | $48,000 | not reported in the loaded dataset |
| Tiffany D Middleton | EMPLOYEE | $46,853 | not reported in the loaded dataset |
| Shelcy Portillo | EMPLOYEE | $43,170 | not reported in the loaded dataset |
| Amy Cicio | EMPLOYEE | $43,099 | not reported in the loaded dataset |
| Josselyn R Machuca | EMPLOYEE | $41,362 | not reported in the loaded dataset |
| Berdon Llp | NONE | $28,461 | not reported in the loaded dataset |
| Dahab Associates | NONE | $22,500 | not reported in the loaded dataset |
| Que Graphics & Communications | NONE | $18,449 | not reported in the loaded dataset |
| Atlantic Tomorrows Office | NONE | $11,991 | not reported in the loaded dataset |