2023 Form 5500 filing — Local 150 Hotel And Industry Pension 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 20241014135900NAL0015059907001) for Local 150 Hotel And Industry Pension Plan, reported by Local 150 Hotel And Industry Pension Fund under EIN 15-6025164 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135900NAL0015059907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 150 Hotel And Industry Pension Fund
- EIN
- 15-6025164
- Plan number
- 001
- Location
- Hudson, NY
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,324,291
- Total liabilities (EOY)
- $43,890
- Net assets (EOY)
- $1,280,401
- Employer contributions
- $131,089
- Total income / additions
- $305,042
- Benefits paid
- $133,879
- Administrative expenses
- $147,984
- Total expenses
- $281,863
- Net increase / (decrease)
- $23,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Uhy Advisors | NONE | $38,329 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $34,320 | not reported in the loaded dataset |
| Holm & O'Hara, Llp | NONE | $31,119 | not reported in the loaded dataset |
| Dermody, Burke & Brown, Cpas, LLC | NONE | $14,500 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $12,500 | not reported in the loaded dataset |