2023 Form 5500 filing — Local 522 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 20241029125850NAL0002760099001) for Local 522 Pension Fund, reported by Board Of Trustees Of Local 522 Pension Fund under EIN 11-6171611 and plan number 001. It reports 2,403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029125850NAL0002760099001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 522 Pension Fund
- EIN
- 11-6171611
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 2,403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,396,178
- Total liabilities (EOY)
- $59,856
- Net assets (EOY)
- $108,336,322
- Employer contributions
- $3,390,573
- Total income / additions
- $14,825,269
- Benefits paid
- $6,096,782
- Administrative expenses
- $715,712
- Total expenses
- $6,812,494
- Net increase / (decrease)
- $8,012,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Teamster Fund | NONE | $170,458 | not reported in the loaded dataset |
| Eagle Capital Management | NONE | $107,902 | $0 |
| Bridgeway Benefit Technologies | NONE | $46,897 | not reported in the loaded dataset |
| Calibre Cpa Group, Llp | AUDITOR | $41,049 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $40,000 | not reported in the loaded dataset |
| First Actuarial Consulting, LLC | NONE | $32,400 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $31,406 | not reported in the loaded dataset |
| Automatic Data Processing | NONE | $30,550 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $25,885 | not reported in the loaded dataset |
| Cary Kane, Pllc | LEGAL COUNSEL | $16,975 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $14,077 | $0 |
| Pacific Income Advisors | NONE | $13,932 | not reported in the loaded dataset |
| The Berwyn Group | NONE | $9,300 | not reported in the loaded dataset |
| Maxon Administrators, Inc. | NONE | $0 | $5,357 |