2023 Form 5500 filing — Dc 37 Local 389 Home Care Employees 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 20241015221721NAL0017284195002) for Dc 37 Local 389 Home Care Employees Pension Fund, reported by Dc 37 Local 389 Home Care Employees Pension Fund under EIN 13-3698650 and plan number 001. It reports 7,872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015221721NAL0017284195002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Dc 37 Local 389 Home Care Employees Pension Fund
- EIN
- 13-3698650
- Plan number
- 001
- Location
- New York, NY
- Participants
- 7,872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,405,691
- Total liabilities (EOY)
- $358,297
- Net assets (EOY)
- $59,047,394
- Employer contributions
- $934,839
- Total income / additions
- $5,317,849
- Benefits paid
- $3,821,072
- Administrative expenses
- $1,261,854
- Total expenses
- $5,082,926
- Net increase / (decrease)
- $234,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dictrict Council 37 Local 389 Wf | REIMBURSED EXPENSES | $519,673 | not reported in the loaded dataset |
| Milliman, Inc. | ACTUARY | $134,522 | not reported in the loaded dataset |
| American Core Realty Fund | INFORMATION MANAGER | $85,134 | $0 |
| Segal Marco Advisors Inc | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Rogoff & Company Pc | AUDITOR | $36,000 | not reported in the loaded dataset |
| Daniel H. Cook Associates Inc | CLAIMS PROCESSING | $33,351 | not reported in the loaded dataset |
| Ford Harrison Llp | ATTORNEY | $27,080 | not reported in the loaded dataset |
| Cohen Weiss & Simon Llp | ATTORNEY | $23,977 | not reported in the loaded dataset |
| Invesco Trust Company | INVESTMENT ADVISOR | $23,440 | not reported in the loaded dataset |