2023 Form 5500 filing — Sports Arena Employees Local 137 Retirement 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 20241014073142NAL0025663377001) for Sports Arena Employees Local 137 Retirement Fund, reported by Sports Arena Employees Local 137 Retirement Fund under EIN 22-6073053 and plan number 001. It reports 1,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073142NAL0025663377001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sports Arena Employees Local 137 Retirement Fund
- EIN
- 22-6073053
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,109,288
- Total liabilities (EOY)
- $164,496
- Net assets (EOY)
- $38,944,792
- Total income / additions
- $23,301,248
- Benefits paid
- $5,761,368
- Administrative expenses
- $465,151
- Total expenses
- $6,226,519
- Net increase / (decrease)
- $17,074,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 108 Welfare Fund | RELATED PARTY | $110,766 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $37,150 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $35,625 | $0 |
| Novak Francella LLC | NONE | $18,000 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $12,104 | not reported in the loaded dataset |
| Cohen, Weiss & Simon Llp | NONE | $11,799 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $9,743 | not reported in the loaded dataset |
| National Investment Services Inc | NONE | $7,187 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $6,184 | $0 |