2023 Form 5500 filing — Local 20408 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 20241015172020NAL0030471329001) for Local 20408 Pension Fund, reported by Board Of Trustees Of Local 20408 Pension under EIN 13-3078797 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172020NAL0030471329001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 20408 Pension
- EIN
- 13-3078797
- Plan number
- 001
- Location
- Hopatcong, NJ
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,653
- Total liabilities (EOY)
- $5,206,403
- Net assets (EOY)
- -$5,144,750
- Benefits paid
- $44,857
- Administrative expenses
- $59,076
- Total expenses
- $460,557
- Net increase / (decrease)
- -$460,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci Associates, Inc | NONE | $34,665 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | NONE | $11,587 | not reported in the loaded dataset |