2023 Form 5500 filing — Graphic Arts Local 62b Industry 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 20250111124507NAL0015665281001) for Graphic Arts Local 62b Industry Pension Plan, reported by Trustees,Graphic Arts 62b Pension Fund under EIN 22-1689801 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250111124507NAL0015665281001
Filing year
2023
Form type
1
Plan sponsor
Trustees,Graphic Arts 62b Pension Fund
EIN
22-1689801
Plan number
001
Location
W. Caldwell, NJ
Participants
396
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,464,697
Total liabilities (EOY)
$166,108
Net assets (EOY)
$8,298,589
Employer contributions
$125,672
Total income / additions
$1,751,754
Benefits paid
$790,098
Administrative expenses
$117,851
Total expenses
$907,949
Net increase / (decrease)
$843,805
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Atalanta Sosnoff Capital LLCNONE$28,655$0
Gciu Local 612mUNION PARTY IN INTEREST$17,296not reported in the loaded dataset
Comerica BankNONE$13,501$0
Summit Actuarial ServicesNONE$13,500not reported in the loaded dataset
Oransky Scaraggi & Borg P.C.NONE$12,000not reported in the loaded dataset
Gerson & AssociatesNONE$12,000not reported in the loaded dataset
Wasilewski & Keating PcNONE$5,000not reported in the loaded dataset

Related Form 5500 pages