2023 Form 5500 filing — Local 1205 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 20241014074650NAL0051454722001) for Local 1205 Pension Fund, reported by Board Of Trustees Of Local 1205 Pension Fund under EIN 11-1880353 and plan number 001. It reports 1,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074650NAL0051454722001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 1205 Pension Fund
- EIN
- 11-1880353
- Plan number
- 001
- Location
- Farmingdale, NY
- Participants
- 1,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,669,149
- Total liabilities (EOY)
- $57,451
- Net assets (EOY)
- $242,611,698
- Employer contributions
- $5,043,456
- Total income / additions
- $36,619,311
- Benefits paid
- $8,699,822
- Administrative expenses
- $1,042,588
- Total expenses
- $9,742,410
- Net increase / (decrease)
- $26,876,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors | NONE | $207,455 | not reported in the loaded dataset |
| Crescent Capital Collective Invest. | NONE | $84,795 | not reported in the loaded dataset |
| Segal Company (Eastern States),Inc | NONE | $75,485 | not reported in the loaded dataset |
| Venus Temple | EMPLOYEE | $43,526 | not reported in the loaded dataset |
| Tina Nardi | EMPLOYEE | $43,096 | not reported in the loaded dataset |
| Rothman Rocco Laruffa | NONE | $42,300 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $41,019 | $0 |
| Bridgeway Benefit Technologies | NONE | $36,858 | not reported in the loaded dataset |
| Highland Capital Management, LLC | NONE | $33,377 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $29,940 | not reported in the loaded dataset |
| Melissa Dimaria | EMPLOYEE | $27,269 | not reported in the loaded dataset |
| Clearbridge Investments, LLC | NONE | $23,989 | $0 |
| Reynolds Consulting Service, LLC | NONE | $17,215 | not reported in the loaded dataset |
| Citrin Cooperman Advisors LLC | NONE | $9,386 | not reported in the loaded dataset |
| Union Labor Systems | NONE | $5,850 | not reported in the loaded dataset |