2023 Form 5500 filing — Local 553 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 20240903124743NAL0010564083001) for Local 553 Pension Fund, reported by Board Of Trustees Of Local 553 Pension Fund under EIN 13-6637826 and plan number 001. It reports 1,976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903124743NAL0010564083001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 553 Pension Fund
- EIN
- 13-6637826
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $252,047,022
- Total liabilities (EOY)
- $378,300
- Net assets (EOY)
- $251,668,722
- Employer contributions
- $5,228,910
- Total income / additions
- $28,722,038
- Benefits paid
- $22,424,046
- Administrative expenses
- $2,252,837
- Total expenses
- $24,676,883
- Net increase / (decrease)
- $4,045,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Friedman And Anspach | LEGAL COUNSEL | $390,570 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, N.A. | NONE | $318,779 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $204,469 | not reported in the loaded dataset |
| Katia A. Pettinato | EMPLOYEE | $151,512 | not reported in the loaded dataset |
| Siezert Capital Partners | NONE | $117,564 | $0 |
| Elena Shtabel | EMPLOYEE | $106,694 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $100,000 | not reported in the loaded dataset |
| Rajpattie Sankar | EMPLOYEE | $97,954 | not reported in the loaded dataset |
| Nelli Braginskaya | EMPLOYEE | $87,755 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $81,329 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $70,000 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $68,490 | $0 |
| Invesco National Trust Company | NONE | $54,146 | $0 |
| The Bank Of New York Mellon | NONE | $52,346 | $0 |
| Mr. Microchip Software Center, Inc. | NONE | $19,594 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $12,560 | $0 |
| Segal Select Insurance Services | NONE | $8,920 | $0 |
| Withum | NONE | $7,958 | not reported in the loaded dataset |