2023 Form 5500 filing — Local 210'S 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 20241015164945NAL0030399809002) for Local 210'S Pension Plan, reported by Bd Of Trustees Local 210'S Pension Plan C/O Savasta And Company under EIN 13-2562528 and plan number 001. It reports 3,851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015164945NAL0030399809002
Filing year
2023
Form type
1
Plan sponsor
Bd Of Trustees Local 210'S Pension Plan C/O Savasta And Company
EIN
13-2562528
Plan number
001
Location
New York, NY
Participants
3,851
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$69,181,334
Total liabilities (EOY)
$73,455
Net assets (EOY)
$69,107,879
Employer contributions
$2,286,663
Total income / additions
$54,593,047
Benefits paid
$5,140,801
Administrative expenses
$766,013
Total expenses
$5,906,814
Net increase / (decrease)
$48,686,233
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Savasta And Company IncTPA$421,916not reported in the loaded dataset
O'Sullivan Associates IncNONE$50,215not reported in the loaded dataset
Samuel Goldstein & Co., P.C.NONE$40,065not reported in the loaded dataset
Investment Consulting Services LLCNONE$21,225not reported in the loaded dataset
Buchbinder Tunick & CoNONE$15,247not reported in the loaded dataset
Manning & Russo, LLCNONE$7,500not reported in the loaded dataset
M & T Investment GroupCUSTODIAN$5,035$0

Related Form 5500 pages