2023 Form 5500 filing — Derrickmens Pension Fund, Local 197
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 20241009151107NAL0010765427001) for Derrickmens Pension Fund, Local 197, reported by Bd Of Tr Derrickmens Pension Fund, Local 197 under EIN 13-6121370 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151107NAL0010765427001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tr Derrickmens Pension Fund, Local 197
- EIN
- 13-6121370
- Plan number
- 001
- Location
- New York City, NY
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,864,243
- Total liabilities (EOY)
- $303,050
- Net assets (EOY)
- $47,561,193
- Employer contributions
- $3,280,607
- Total income / additions
- $10,381,497
- Benefits paid
- $3,199,440
- Administrative expenses
- $419,486
- Total expenses
- $3,618,926
- Net increase / (decrease)
- $6,762,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Daniel H. Cook Associates, Inc | CONTRACT ADMIN | $83,917 | not reported in the loaded dataset |
| Wells Fargo Advisors, LLC | NONE | $55,000 | $0 |
| Schultheis & Panettieri, Llp | AUDITOR | $50,197 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $49,601 | not reported in the loaded dataset |
| The Segal Company | NONE | $46,043 | not reported in the loaded dataset |
| An American Company | NONE | $21,500 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills, Llp | ATTORNEY | $19,396 | not reported in the loaded dataset |
| Law Office Of Steven N. Davi, Pllc | ATTORNEY | $19,000 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc | NONE | $16,887 | not reported in the loaded dataset |