2023 Form 5500 filing — Allied Industries 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 20241015134434NAL0028621921001) for Allied Industries Pension Plan, reported by Allied Industries Pension Fund Local 427 under EIN 22-6195465 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134434NAL0028621921001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Allied Industries Pension Fund Local 427
- EIN
- 22-6195465
- Plan number
- 001
- Location
- New York, NY
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,916,408
- Total liabilities (EOY)
- $133,234
- Net assets (EOY)
- $24,783,174
- Employer contributions
- $202,306
- Total income / additions
- $3,343,825
- Benefits paid
- $1,138,490
- Administrative expenses
- $743,439
- Total expenses
- $1,881,929
- Net increase / (decrease)
- $1,461,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohen, Weiss & Simon Llp | ATTORNEY | $338,938 | not reported in the loaded dataset |
| Blankrome | ATTORNEY | $113,707 | not reported in the loaded dataset |
| Day Pitney Llp | ATTORNEY | $70,483 | not reported in the loaded dataset |
| C. S. Mckee Lp | INVESTMENT MANAGER | $49,247 | not reported in the loaded dataset |
| Dh Cook Associates, Inc | ADMINISTRATOR | $42,000 | not reported in the loaded dataset |
| Rogoff & Company Pc | ACCOUNTANT | $28,105 | not reported in the loaded dataset |
| U.S. Real Estate Investment Fund, L | INVESTMENT MANAGER | $27,501 | not reported in the loaded dataset |
| Dahab Associates Inc | INVESTMENT CONSULTANT | $12,500 | not reported in the loaded dataset |
| Dickinson Group, LLC | ACTUARY | $12,000 | not reported in the loaded dataset |