2023 Form 5500 filing — Joint Pension Fund Of Local Union No 102
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 20241010080202NAL0035220784001) for Joint Pension Fund Of Local Union No 102, reported by Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees under EIN 22-1615726 and plan number 001. It reports 4,307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010080202NAL0035220784001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees
- EIN
- 22-1615726
- Plan number
- 001
- Location
- Parsippany, NJ
- Participants
- 4,307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $671,623,368
- Total liabilities (EOY)
- $744,011
- Net assets (EOY)
- $670,879,357
- Employer contributions
- $32,324,160
- Total income / additions
- $99,818,287
- Benefits paid
- $33,639,505
- Administrative expenses
- $2,207,757
- Total expenses
- $35,847,262
- Net increase / (decrease)
- $63,971,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wcm Focused Intl Growth Fund, Lp | NONE | $353,918 | not reported in the loaded dataset |
| Ie Shaffer And Company | NONE | $345,766 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $254,459 | not reported in the loaded dataset |
| Weaver C Barksdale And Assoc Inc | NONE | $188,785 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $146,202 | not reported in the loaded dataset |
| Gw & K Investment Management | NONE | $120,370 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $108,041 | not reported in the loaded dataset |
| Loomis Sayles Trust Co | NONE | $84,499 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $73,214 | not reported in the loaded dataset |
| Dolan Mceniry Capital Management | NONE | $69,242 | not reported in the loaded dataset |
| Morgan Stanley Graystone | NONE | $62,727 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $58,088 | not reported in the loaded dataset |
| Gerson & Assoc., Cpas And Advisors | NONE | $52,892 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $41,790 | not reported in the loaded dataset |
| Law Offices Of Timothy R Hott Pc | NONE | $21,754 | not reported in the loaded dataset |
| Oransy Scaraggi And Borg Pc | NONE | $18,133 | not reported in the loaded dataset |
| Shaughnessy Giella, Cpa, P.C. | NONE | $12,000 | not reported in the loaded dataset |