2023 Form 5500 filing — Local 1034 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 20241014155856NAL0015253587002) for Local 1034 Pension Fund, reported by Board Of Trustees Of Local 1034 Pension Fund under EIN 13-6594795 and plan number 001. It reports 1,317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155856NAL0015253587002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 1034 Pension Fund
- EIN
- 13-6594795
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 1,317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,560,703
- Total liabilities (EOY)
- $224,048
- Net assets (EOY)
- $63,336,655
- Employer contributions
- $1,067,887
- Total income / additions
- $9,010,231
- Benefits paid
- $7,791,190
- Administrative expenses
- $1,256,215
- Total expenses
- $9,047,405
- Net increase / (decrease)
- -$37,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Proskauer Rose Llp | NONE | $316,173 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $66,388 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $42,910 | not reported in the loaded dataset |
| Deborah Danner | EMPLOYEE | $40,046 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $40,030 | not reported in the loaded dataset |
| C And S Consulting | NONE | $38,400 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $35,604 | $0 |
| Sharon Huang | EMPLOYEE | $31,546 | not reported in the loaded dataset |
| Quan-Vest Consultants | NONE | $30,000 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $23,934 | not reported in the loaded dataset |
| Tocqueville Asset Management | NONE | $16,536 | not reported in the loaded dataset |
| Skybridge Capital | NONE | $12,533 | $0 |
| Withum Smith And Brown | NONE | $8,151 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $5,811 |