2023 Form 5500 filing — Machinists' Money Purchase 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 20241015224239NAL0017303955003) for Machinists' Money Purchase Pension Fund, reported by Machinists' Money Purchase Pension Fund under EIN 22-3290508 and plan number 001. It reports 7,819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015224239NAL0017303955003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Machinists' Money Purchase Pension Fund
- EIN
- 22-3290508
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 7,819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,308,929
- Total liabilities (EOY)
- $1,819
- Net assets (EOY)
- $64,307,110
- Employer contributions
- $3,800,886
- Total income / additions
- $9,665,829
- Benefits paid
- $4,300,426
- Administrative expenses
- $513,288
- Total expenses
- $4,813,714
- Net increase / (decrease)
- $4,852,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | SVS FOR RELATED BEN PLAN | $246,840 | not reported in the loaded dataset |
| Amalgamated Bank | SVS FOR RELATED BEN PLAN | $55,432 | $0 |
| Buchbinder Tunick & Co. Llp | SVS FOR RELATED BEN PLAN | $53,350 | not reported in the loaded dataset |
| Klein Zelman Rothermel Jacobs & Sch | NONE | $22,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $18,750 | not reported in the loaded dataset |
| Tarter Krinsky & Drogin | SVS FOR RELATED BEN PLAN | $13,013 | not reported in the loaded dataset |