2023 Form 5500 filing — H.F.I.A.W. Local No. 32 - Pension Trust 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 20241014101332NAL0014751715002) for H.F.I.A.W. Local No. 32 - Pension Trust Fund, reported by Board Of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund under EIN 22-1715513 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101332NAL0014751715002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund
- EIN
- 22-1715513
- Plan number
- 001
- Location
- Hopatcong, NJ
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,500,618
- Total liabilities (EOY)
- $92,114
- Net assets (EOY)
- $84,408,504
- Employer contributions
- $3,572,192
- Total income / additions
- $11,703,635
- Benefits paid
- $5,585,778
- Administrative expenses
- $794,945
- Total expenses
- $6,380,723
- Net increase / (decrease)
- $5,322,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci Assoc | NONE | $192,060 | not reported in the loaded dataset |
| Gamco | NONE | $139,675 | not reported in the loaded dataset |
| Johnston Asset Management | NONE | $69,585 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $60,244 | not reported in the loaded dataset |
| Blackstone Alt Asset Mgmt | NONE | $41,112 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $39,419 | not reported in the loaded dataset |
| Md Sass | NONE | $39,159 | not reported in the loaded dataset |
| Wakefield Asset Management | NONE | $38,446 | not reported in the loaded dataset |
| Siguler Guff Advisors | INVESTMENT MANAGER | $37,900 | not reported in the loaded dataset |
| Mets Schiro & Mcgovern | NONE | $33,611 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $33,275 | not reported in the loaded dataset |
| Banner Ridge | NONE | $30,000 | $0 |