2023 Form 5500 filing — Local 360 Labor-Management 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 20241015093012NAL0016060115008) for Local 360 Labor-Management Pension Fund, reported by Local 360 Labor-Management Pension Fund under EIN 51-6090661 and plan number 001. It reports 5,422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093012NAL0016060115008
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 360 Labor-Management Pension Fund
- EIN
- 51-6090661
- Plan number
- 001
- Location
- Pine Brook, NJ
- Participants
- 5,422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,452,129
- Total liabilities (EOY)
- $113,583
- Net assets (EOY)
- $117,338,546
- Employer contributions
- $6,082,749
- Total income / additions
- $19,371,404
- Benefits paid
- $9,954,589
- Administrative expenses
- $1,357,798
- Total expenses
- $11,312,387
- Net increase / (decrease)
- $8,059,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | NONE | $599,269 | $0 |
| Tri-State Administrators | NONE | $229,394 | not reported in the loaded dataset |
| Cheiron | NONE | $200,438 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $55,870 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $44,180 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $16,810 | not reported in the loaded dataset |