2023 Form 5500 filing — Asbestos Workers Local 42 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 20241014124031NAL0026165841004) for Asbestos Workers Local 42 Pension Fund, reported by Asbestos Workers Local 42 Pension Fund under EIN 51-6011235 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124031NAL0026165841004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Asbestos Workers Local 42 Pension Fund
- EIN
- 51-6011235
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,690,951
- Total liabilities (EOY)
- $83,062
- Net assets (EOY)
- $36,607,889
- Employer contributions
- $3,022,482
- Total income / additions
- $5,740,230
- Benefits paid
- $4,407,135
- Administrative expenses
- $292,427
- Total expenses
- $4,699,562
- Net increase / (decrease)
- $1,040,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions Inc | NONE | $64,901 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset |
| Mckeogh Company | NONE | $29,000 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $28,467 | not reported in the loaded dataset |
| Bacheler & Company Pc | NONE | $20,945 | not reported in the loaded dataset |
| Meranze Katz & Gaudioso Pc | NONE | $20,025 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $18,000 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $15,276 | not reported in the loaded dataset |
| Amalgamated Bank (Custodian) | NONE | $12,365 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $5,181 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $5,020 | not reported in the loaded dataset |