2023 Form 5500 filing — Local 282 Pension Trust Fund
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 20241010121008NAL0020947969001) for Local 282 Pension Trust Fund, reported by Board Of Trustees Of Local 282 under EIN 11-6245313 and plan number 001. It reports 7,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010121008NAL0020947969001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 282
- EIN
- 11-6245313
- Plan number
- 001
- Location
- Lake Success, NY
- Participants
- 7,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,231,818,756
- Total liabilities (EOY)
- $1,203,213
- Net assets (EOY)
- $1,230,615,543
- Employer contributions
- $50,931,848
- Total income / additions
- $179,799,501
- Benefits paid
- $70,540,326
- Administrative expenses
- $5,198,125
- Total expenses
- $75,738,451
- Net increase / (decrease)
- $104,061,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 282 Welfare Trust Fund | RELATED FUND | $2,043,212 | not reported in the loaded dataset |
| Columbia Mgmt Invest Advisers, LLC | NONE | $1,152,558 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A | NONE | $773,916 | not reported in the loaded dataset |
| New Tower Trust Co. | NONE | $460,526 | not reported in the loaded dataset |
| Stacey Braun | NONE | $339,950 | not reported in the loaded dataset |
| Segal Company | NONE | $322,542 | not reported in the loaded dataset |
| Mackay Shields | NONE | $247,307 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $228,052 | not reported in the loaded dataset |
| Entrust Global Partners Offshore Lp | NONE | $154,489 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $153,098 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $150,488 | not reported in the loaded dataset |
| Insight North America LLC | NONE | $141,092 | not reported in the loaded dataset |
| Wellington Trust | NONE | $129,802 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $125,348 | not reported in the loaded dataset |
| Quan-Vest Consultants | NONE | $99,996 | not reported in the loaded dataset |
| Gould, Kobrick & Schlapp, P.C. | NONE | $84,500 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $58,854 | not reported in the loaded dataset |
| M&T Bank | NONE | $35,106 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $16,350 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $13,903 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $12,368 | not reported in the loaded dataset |
| Cohen, Weiss & Simon | UNION ATTY | $5,263 | not reported in the loaded dataset |