2023 Form 5500 filing — New Bedford Fishermen'S 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 20241015232809NAL0050104208001) for New Bedford Fishermen'S Pension Fund, reported by Trustees Of The New Bedford Fishermen Pension Fund under EIN 22-3122225 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015232809NAL0050104208001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The New Bedford Fishermen Pension Fund
- EIN
- 22-3122225
- Plan number
- 001
- Location
- New Bedford, MA
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,121,105
- Total liabilities (EOY)
- $34,044
- Net assets (EOY)
- $16,087,061
- Total income / additions
- $14,768,960
- Benefits paid
- $1,377,867
- Administrative expenses
- $214,521
- Total expenses
- $1,592,388
- Net increase / (decrease)
- $13,176,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci & Associates | NONE | $45,979 | not reported in the loaded dataset |
| Maria De Fatima Areias | EMPLOYEE | $42,476 | not reported in the loaded dataset |
| Koldys & Kelleher,P.C. | NONE | $40,543 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $27,733 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | NONE | $27,000 | not reported in the loaded dataset |
| Td Tax & Accounting | NONE | $12,000 | not reported in the loaded dataset |
| Chimento & Webb, P.C. | NONE | $7,840 | not reported in the loaded dataset |