2023 Form 5500 filing — Gerber 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 20241010090451NAL0009840563001) for Gerber Pension Plan, reported by Aipcf Vi Lg Funding, Lp under EIN 86-1917242 and plan number 001. It reports 1,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090451NAL0009840563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aipcf Vi Lg Funding, Lp
- EIN
- 86-1917242
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,238,055
- Total liabilities (EOY)
- $6,052,678
- Net assets (EOY)
- $93,185,377
- Employer contributions
- $22,211,000
- Total income / additions
- $34,328,511
- Benefits paid
- $5,706,689
- Administrative expenses
- $1,590,049
- Total expenses
- $7,296,738
- Net increase / (decrease)
- $27,031,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agilis Partners LLC | NONE | $301,511 | not reported in the loaded dataset |
| Fidelity Instituional Operations Co | NONE | $170,083 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $80,968 | $0 |
| Fiducient Advisors LLC | NONE | $72,839 | not reported in the loaded dataset |
| Legal And General Investment | NONE | $56,424 | $0 |
| Shipman & Goodwin Llp | NONE | $20,364 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $19,000 | not reported in the loaded dataset |