2023 Form 5500 filing — Pension Fund Local 445
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 20241015143602NAL0028787153001) for Pension Fund Local 445, reported by Local 445 Pension Fund under EIN 13-1864489 and plan number 001. It reports 2,903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143602NAL0028787153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 445 Pension Fund
- EIN
- 13-1864489
- Plan number
- 001
- Location
- Rock Tavern, NY
- Participants
- 2,903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,471,922
- Total liabilities (EOY)
- $579,219
- Net assets (EOY)
- $134,892,703
- Employer contributions
- $5,865,403
- Total income / additions
- $27,442,164
- Benefits paid
- $17,881,123
- Administrative expenses
- $1,227,823
- Total expenses
- $19,108,946
- Net increase / (decrease)
- $8,333,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | NONE | $292,833 | not reported in the loaded dataset |
| Stacey Braun | NONE | $192,131 | not reported in the loaded dataset |
| Summit Actuarial Services | NONE | $89,400 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $81,482 | $0 |
| Barnes Iaccarino & Shepherd Llp | NONE | $77,441 | not reported in the loaded dataset |
| Mspc | NONE | $56,976 | not reported in the loaded dataset |
| Stone Castle Realty | RELATED FUND | $28,893 | not reported in the loaded dataset |
| J.A. Mariano Agency | NONE | $18,188 | not reported in the loaded dataset |