2023 Form 5500 filing — Local 108 Retirement Plan
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 20241014122015NAL0026130161002) for Local 108 Retirement Plan, reported by Board Of Trustees Local 108 Retirement Plan under EIN 22-6176321 and plan number 001. It reports 1,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122015NAL0026130161002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 108 Retirement Plan
- EIN
- 22-6176321
- Plan number
- 001
- Location
- Maplewood, NJ
- Participants
- 1,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,716,657
- Total liabilities (EOY)
- $148,800
- Net assets (EOY)
- $28,567,857
- Total income / additions
- $1,635,826
- Benefits paid
- $677,664
- Administrative expenses
- $189,107
- Total expenses
- $866,771
- Net increase / (decrease)
- $769,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $30,756 | $0 |
| Cary Kane Llp | NONE | $27,750 | not reported in the loaded dataset |
| Rwdsu Local 108 | NONE | $26,040 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $20,616 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $18,000 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | NONE | $15,666 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $9,161 | not reported in the loaded dataset |
| Md Sass Associates, Inc | NONE | $8,531 | $0 |