2023 Form 5500 filing — Local 91 Pension Fund
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 20240725135218NAL0014192177003) for Local 91 Pension Fund, reported by Local 91 Pension Fund Board Of Trustees under EIN 11-6218316 and plan number 001. It reports 4,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725135218NAL0014192177003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 91 Pension Fund Board Of Trustees
- EIN
- 11-6218316
- Plan number
- 001
- Location
- Williston Park, NY
- Participants
- 4,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,896,489
- Total liabilities (EOY)
- $106,091
- Net assets (EOY)
- $156,790,398
- Employer contributions
- $8,492,069
- Total income / additions
- $28,670,509
- Benefits paid
- $4,801,206
- Administrative expenses
- $1,176,897
- Total expenses
- $5,978,103
- Net increase / (decrease)
- $22,692,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Columbia Threadneedle | NONE | $0 | $207,172 |
| Gloria Cancelliere | EMPLOYEE | $187,300 | not reported in the loaded dataset |
| Amalgamated | NONE | $164,054 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $68,988 | not reported in the loaded dataset |
| The Segal Company | NONE | $50,000 | not reported in the loaded dataset |
| Quan Vest Consultants | NONE | $37,992 | not reported in the loaded dataset |
| L.H. Rosoff & Co., Llp | NONE | $30,000 | not reported in the loaded dataset |
| Invesco | NONE | $29,598 | not reported in the loaded dataset |
| Bank Of America | NONE | $28,556 | not reported in the loaded dataset |
| Stewart Altman | NONE | $23,558 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd | NONE | $18,000 | not reported in the loaded dataset |
| Principal Life Insurance | NONE | $0 | $0 |