2023 Form 5500 filing — Local 804 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 20240730111507NAL0013315187001) for Local 804 Pension Fund, reported by Board Of Trustees Of Local 804 Pension Fund under EIN 11-6077200 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730111507NAL0013315187001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 804 Pension Fund
- EIN
- 11-6077200
- Plan number
- 001
- Location
- Port Washington, NY
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,892,256
- Total liabilities (EOY)
- $35,589
- Net assets (EOY)
- $15,856,667
- Total income / additions
- $2,194,855
- Benefits paid
- $779,966
- Administrative expenses
- $256,219
- Total expenses
- $1,036,185
- Net increase / (decrease)
- $1,158,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates Inc | ADVISOR FOR RELATED PLANS | $59,083 | $0 |
| The Segal Company, Inc. | ACTUARY FOR RELATED PLANS | $52,241 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | AUDITOR FOR RELATED PLANS | $21,000 | not reported in the loaded dataset |
| Comprehensive Healthcare Systems In | IT SERVICE FOR REL'D PLAN | $16,020 | not reported in the loaded dataset |
| Cohen Weiss & Simon Llp | ATTORNEY - RELATED PLANS | $15,501 | not reported in the loaded dataset |
| Amalgamated Bank | RELATED TO INVESTMENT MGR | $5,199 | $0 |