2023 Form 5500 filing — Local 966 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 20241015202542NAL0017178963001) for Local 966 Pension Plan, reported by Board Of Trustees Of Local 966 Pension Plan under EIN 13-2640882 and plan number 001. It reports 2,162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202542NAL0017178963001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 966 Pension Plan
- EIN
- 13-2640882
- Plan number
- 001
- Location
- Columbia, MD
- Participants
- 2,162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,814,907
- Total liabilities (EOY)
- $77,526
- Net assets (EOY)
- $65,737,381
- Employer contributions
- $111,169
- Total income / additions
- $13,314,190
- Benefits paid
- $3,440,023
- Administrative expenses
- $410,992
- Total expenses
- $3,851,015
- Net increase / (decrease)
- $9,463,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Inc | NONE | $127,307 | not reported in the loaded dataset |
| Milliman Usa, Inc. | NONE | $50,741 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $32,500 | not reported in the loaded dataset |
| Cohen Weiss And Simon | JENNIK MARRIED TO TRUSTEE | $32,455 | not reported in the loaded dataset |
| John Omeara | NONE | $12,500 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $7,726 | $0 |