2023 Form 5500 filing — Local 377 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 20241013100011NAL0012381267002) for Local 377 Pension Fund, reported by Joint Board Of Trustees Of Local 377 Pension Fund under EIN 13-6177810 and plan number 001. It reports 1,338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013100011NAL0012381267002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Local 377 Pension Fund
- EIN
- 13-6177810
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,794,415
- Total liabilities (EOY)
- $99,121
- Net assets (EOY)
- $21,695,294
- Employer contributions
- $815,964
- Total income / additions
- $3,951,655
- Benefits paid
- $1,048,686
- Administrative expenses
- $404,167
- Total expenses
- $1,452,853
- Net increase / (decrease)
- $2,498,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs | NONE | $106,048 | not reported in the loaded dataset |
| Rothman Rocco Laruffa Llp | NONE | $44,904 | not reported in the loaded dataset |
| First Actuarial Consulting Team | NONE | $38,700 | not reported in the loaded dataset |
| Castiglia, Llp | NONE | $35,100 | not reported in the loaded dataset |
| Syntonic Systems, Inc. | NONE | $8,625 | not reported in the loaded dataset |