2023 Form 5500 filing — Local 381 Pension 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 20241011124405NAL0043708082001) for Local 381 Pension Fund, reported by Board Of Trustees Local 381 Pension under EIN 13-6119547 and plan number 001. It reports 1,993 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124405NAL0043708082001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 381 Pension
- EIN
- 13-6119547
- Plan number
- 001
- Location
- Mineola, NY
- Participants
- 1,993
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,654,386
- Total liabilities (EOY)
- $4,532,597
- Net assets (EOY)
- $100,121,789
- Employer contributions
- $53,282
- Total income / additions
- $7,211,799
- Benefits paid
- $9,391,152
- Administrative expenses
- $1,090,772
- Total expenses
- $10,481,924
- Net increase / (decrease)
- -$3,270,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Realty Advisors | NONE | $162,796 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital, LLC | NONE | $129,990 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $100,410 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $65,000 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $54,181 | not reported in the loaded dataset |
| Smith Affiliated Capital | NONE | $43,739 | not reported in the loaded dataset |
| The Segal Company | NONE | $40,600 | not reported in the loaded dataset |
| Barnes Iaccarino & Shepherd Llp | ATTORNEY | $30,000 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | ACCOUNTANT | $28,700 | not reported in the loaded dataset |
| Bank Of America | NONE | $24,399 | $0 |
| Syntonic Systems | COMPUTER PROGRAMMER | $14,888 | not reported in the loaded dataset |
| Sage Advisory Ltd. Co. | NONE | $10,836 | not reported in the loaded dataset |
| Terry Ohlinger | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Alphonse Falco | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Msi Technologies, LLC | NONE | $5,006 | not reported in the loaded dataset |