2023 Form 5500 filing — Pension Fund Of Wardrobe Attendants Union Local 764
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 20241008090318NAL0009492707001) for Pension Fund Of Wardrobe Attendants Union Local 764, reported by Board Of Trustees - Pension Fund Local 764 under EIN 13-6137855 and plan number 001. It reports 2,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008090318NAL0009492707001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Pension Fund Local 764
- EIN
- 13-6137855
- Plan number
- 001
- Location
- New York, NY
- Participants
- 2,461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,325,471
- Total liabilities (EOY)
- $3,288,645
- Net assets (EOY)
- $156,036,826
- Employer contributions
- $4,234,469
- Total income / additions
- $20,181,139
- Benefits paid
- $6,663,144
- Administrative expenses
- $1,166,613
- Total expenses
- $7,829,757
- Net increase / (decrease)
- $12,351,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management Corp | NONE | $445,358 | $0 |
| Benefit Plans, Inc. | NONE | $133,000 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $131,462 | not reported in the loaded dataset |
| Catherine Halpin | NONE | $100,541 | not reported in the loaded dataset |
| The Segal Company | NONE | $97,603 | not reported in the loaded dataset |
| Mary Ferry | NONE | $68,660 | not reported in the loaded dataset |
| Spivak Lipton Llp | ATTORNEY | $43,029 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | ACCOUNTANT | $42,250 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $12,195 |
| Us Bank | NONE | $8,071 | not reported in the loaded dataset |
| Kobgo Associates, Inc. | NONE | $6,376 | not reported in the loaded dataset |