2023 Form 5500 filing — Cemetery Workers Supplemental Pension Plan
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 20241009210028NAL0011009011001) for Cemetery Workers Supplemental Pension Plan, reported by Trustees Of The Cemetery Workers Supplemental Pens- under EIN 11-2416101 and plan number 001. It reports 659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009210028NAL0011009011001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Cemetery Workers Supplemental Pens-
- EIN
- 11-2416101
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,425,275
- Total liabilities (EOY)
- $57,449
- Net assets (EOY)
- $46,367,826
- Total income / additions
- $4,191,124
- Benefits paid
- $1,993,372
- Administrative expenses
- $364,258
- Total expenses
- $2,357,630
- Net increase / (decrease)
- $1,833,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Troutman Pepper Hamilton, Llp | NONE | $36,000 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | NONE | $27,945 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $20,400 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $20,159 | not reported in the loaded dataset |
| O'Dwyer & Bernstein, Llp | NONE | $18,000 | not reported in the loaded dataset |
| Fuiman Mogila, Llp | NONE | $18,000 | not reported in the loaded dataset |
| Principal Global Investors, LLC | NONE | $17,276 | not reported in the loaded dataset |