2023 Form 5500 filing — Local 1931 Pension Fund (Formerly- Production Workers Union Local 148 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 20250321142908NAL0008143057001) for Local 1931 Pension Fund (Formerly- Production Workers Union Local 148 Pension Fund), reported by Bd. Of Trustees Of Local 1931 Pension Fund under EIN 11-6169861 and plan number 001. It reports 1,514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321142908NAL0008143057001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd. Of Trustees Of Local 1931 Pension Fund
- EIN
- 11-6169861
- Plan number
- 001
- Location
- Valley Stream, NY
- Participants
- 1,514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,148,898
- Total liabilities (EOY)
- $17,066
- Net assets (EOY)
- $27,131,832
- Employer contributions
- $543,448
- Total income / additions
- $4,095,625
- Benefits paid
- $1,488,984
- Administrative expenses
- $569,811
- Total expenses
- $2,058,795
- Net increase / (decrease)
- $2,036,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mccarthy And Preece | ATTORNEY | $36,000 | $0 |
| Eastern States Joint Board | ADMINISTRATION | $27,901 | $0 |
| Dickinson Group LLC | TPA/ACTUARY RELATED FUNDS | $26,975 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,336 | $0 |
| Joseph Giovinco | FUND MANAGER | $12,230 | $0 |