2023 Form 5500 filing — Club Employees 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 20241015105036NAL0057076322001) for Club Employees Pension Fund, reported by Board Of Trustees Club Employees Pension Fund under EIN 13-6188273 and plan number 001. It reports 2,889 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105036NAL0057076322001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Club Employees Pension Fund
- EIN
- 13-6188273
- Plan number
- 001
- Location
- New York, NY
- Participants
- 2,889
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,477,302
- Total liabilities (EOY)
- $204,317
- Net assets (EOY)
- $87,272,985
- Employer contributions
- $4,102,732
- Total income / additions
- $15,052,110
- Benefits paid
- $6,086,258
- Administrative expenses
- $962,577
- Total expenses
- $7,048,835
- Net increase / (decrease)
- $8,003,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $202,387 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $103,406 | not reported in the loaded dataset |
| Marsella Viani | EMPLOYEE | $81,141 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $80,000 | not reported in the loaded dataset |
| Pitta And Giblin, Llp | NONE | $72,912 | not reported in the loaded dataset |
| Vulcan Value Partners | NONE | $47,628 | not reported in the loaded dataset |
| Local 6 Union | RELATED PARTY | $46,046 | not reported in the loaded dataset |
| Hill Rivkins, Llp | NONE | $17,087 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $15,170 | not reported in the loaded dataset |
| Adp | NONE | $7,201 | not reported in the loaded dataset |
| Aberdeen Asset Management Inc. | NONE | $7,008 | not reported in the loaded dataset |