2023 Form 5500 filing — Local 475 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 20241015193440NAL0057897250001) for Local 475 Pension Plan, reported by Board Of Trustees Local 475 Pension Plan under EIN 13-2571151 and plan number 002. It reports 1,493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193440NAL0057897250001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 475 Pension Plan
- EIN
- 13-2571151
- Plan number
- 002
- Location
- Pelham, NY
- Participants
- 1,493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,008,552
- Total liabilities (EOY)
- $81,902
- Net assets (EOY)
- $82,926,650
- Employer contributions
- $1,087,973
- Total income / additions
- $11,952,054
- Benefits paid
- $6,025,098
- Administrative expenses
- $983,015
- Total expenses
- $7,008,113
- Net increase / (decrease)
- $4,943,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ceres Partners LLC | INVESTMENT CUSTODIAN-MGR | $193,730 | not reported in the loaded dataset |
| Carret Asset Management | INVESTMENT MANAGER | $93,275 | not reported in the loaded dataset |
| Peter Vaupel | FUND ADMINISTRATOR | $69,411 | not reported in the loaded dataset |
| Basil Castrovinci Associates, Inc | ACTUARY | $63,314 | not reported in the loaded dataset |
| Rreef America Reit Ii, Inc. | INVESTMENT CUSTODIAN | $56,984 | not reported in the loaded dataset |
| Dahab Associates, Inc. | INVESTMENT CONSULTANT | $48,953 | not reported in the loaded dataset |
| Eduardo Melendez | EMPLOYEE | $37,083 | not reported in the loaded dataset |
| Donna Colantuono | EMPLOYEE | $35,080 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | ATTORNEY | $31,200 | not reported in the loaded dataset |
| Barksdale Investment Management | INVESTMENT MANAGER | $28,687 | not reported in the loaded dataset |
| Wilmington Trust | INVESTMENT CUSTODIAN | $26,804 | $0 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $26,250 | not reported in the loaded dataset |
| Ubs Farmland Investors LLC | INVESTMENT CUSTODIAN | $13,050 | not reported in the loaded dataset |
| Johnson Institutional Management | INVESTMENT MANAGER | $11,230 | not reported in the loaded dataset |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $5,250 | not reported in the loaded dataset |