2023 Form 5500 filing — Local 803 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 20241012151838NAL0013439475001) for Local 803 Pension Fund, reported by Board Of Trustees Of Local 803 Pension Fund under EIN 13-2851614 and plan number 001. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012151838NAL0013439475001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 803 Pension Fund
- EIN
- 13-2851614
- Plan number
- 001
- Location
- New York, NY
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,498,257
- Total liabilities (EOY)
- $20,427
- Net assets (EOY)
- $23,477,830
- Total income / additions
- $3,519,000
- Benefits paid
- $2,646,684
- Administrative expenses
- $333,842
- Total expenses
- $2,980,526
- Net increase / (decrease)
- $538,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anita Simonelli | EMPLOYEE | $93,346 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $72,864 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $36,000 | not reported in the loaded dataset |
| First Actuarial Consulting Team | NONE | $26,000 | not reported in the loaded dataset |
| Lucy Geha | NONE | $25,595 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $18,250 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,667 | $0 |