2023 Form 5500 filing — Local 810 Affliated 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 20241015182206NAL0015241203001) for Local 810 Affliated Pension Plan, reported by Board Of Trustees Of Local 810 Affiliated Pension Plan under EIN 11-6027518 and plan number 001. It reports 1,437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182206NAL0015241203001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 810 Affiliated Pension Plan
- EIN
- 11-6027518
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 1,437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,785,867
- Total liabilities (EOY)
- $199,295
- Net assets (EOY)
- $39,586,572
- Employer contributions
- $953,376
- Total income / additions
- $5,375,636
- Benefits paid
- $10,787,423
- Administrative expenses
- $932,113
- Total expenses
- $11,719,536
- Net increase / (decrease)
- -$6,343,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Wire Metal & Mac H&W | RELATED EMPLOYEE BEN PLAN | $163,047 | not reported in the loaded dataset |
| Segal Company (Eastern States), Inc | PROVIDES SRVS FOR REL EBP | $119,399 | not reported in the loaded dataset |
| Principal Enhanced Property Fund Lp | PRO SRVS REL EBP | $112,224 | not reported in the loaded dataset |
| Buchbiner Tunick & Company | PROV SRVS REL ORG & EBP | $61,500 | not reported in the loaded dataset |
| Local 810, I.B.T., Afl-Cio | RELATED EMP ORG | $52,212 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | PROV SRVS REL EBP | $49,600 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | PROVIDES SRVS FOR REL EBP | $40,000 | not reported in the loaded dataset |
| Fenimore Asset Management, Inc. | PROVIDES SRVS FOR REL EBP | $39,827 | not reported in the loaded dataset |
| Proskauer Rose Llp | PROVIDES SRVS FOR REL EBP | $33,000 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | PROV SRVS REL ORG & EBP | $30,415 | $0 |
| Roy Barnes, Esq, Pllc | PROVIDES SRVS FOR REL EBP | $20,736 | not reported in the loaded dataset |
| Littler Mendelson, P.C. | PROVIDES SRVS FOR REL EBP | $20,000 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | PROV SRVS REL EBP | $14,796 | not reported in the loaded dataset |
| Columbia Management Investment Advi | PROV SRVS REL EBP | $13,747 | $0 |