2023 Form 5500 filing — Local No. 8 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 20241014083722NAL0051574034003) for Local No. 8 Retirement Fund, reported by Local No. 8 Retirement Fund under EIN 51-6135501 and plan number 001. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083722NAL0051574034003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local No. 8 Retirement Fund
- EIN
- 51-6135501
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,493,176
- Total liabilities (EOY)
- $106,356
- Net assets (EOY)
- $87,386,820
- Employer contributions
- $1,597,390
- Total income / additions
- $11,659,018
- Benefits paid
- $3,462,252
- Administrative expenses
- $511,853
- Total expenses
- $3,974,105
- Net increase / (decrease)
- $7,684,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Trust & Investment Mgmt Co. | NONE | $349,883 | $0 |
| The Segal Group | NONE | $57,833 | not reported in the loaded dataset |
| Amalgamated Employee Benefits Adm. | NONE | $25,260 | $0 |
| Segal Roitman, Llp | NONE | $19,512 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $16,750 | not reported in the loaded dataset |