2023 Form 5500 filing — Pension Plan Private Sanitation Union Local 813 Ibt
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 20241014164442NAL0013640691002) for Pension Plan Private Sanitation Union Local 813 Ibt, reported by Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I under EIN 13-1975659 and plan number 001. It reports 3,349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164442NAL0013640691002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I
- EIN
- 13-1975659
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 3,349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,678,613
- Total liabilities (EOY)
- $169,293
- Net assets (EOY)
- $168,509,320
- Employer contributions
- $8,616,050
- Total income / additions
- $23,779,844
- Benefits paid
- $17,252,759
- Administrative expenses
- $1,966,459
- Total expenses
- $19,219,218
- Net increase / (decrease)
- $4,560,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Proskauer Rose Llp | NONE | $694,377 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $61,600 | not reported in the loaded dataset |
| Shanae Johnson | EMPLOYEE | $55,787 | not reported in the loaded dataset |
| Andrew Anderson | EMPLOYEE | $54,582 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $49,147 | $0 |
| Quan-Vest Consultants, Inc. | NONE | $47,244 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $46,880 | not reported in the loaded dataset |
| Dominick Giglio | EMPLOYEE | $39,915 | not reported in the loaded dataset |
| Carol A. Franklin | EMPLOYEE | $39,042 | not reported in the loaded dataset |
| C And S Consulting | TRUSTEE | $38,400 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $38,121 | not reported in the loaded dataset |
| Tocqueville Asset Management | NONE | $35,840 | not reported in the loaded dataset |
| Sharon Huang | EMPLOYEE | $31,546 | not reported in the loaded dataset |
| Allspring Global Investments | NONE | $19,712 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $7,476 |
| Horizon Actuarial Services LLC | NONE | $6,400 | not reported in the loaded dataset |