2023 Form 5500 filing — United Plant & Production Workers Local 175 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 20250408134508NAL0010015859004) for United Plant & Production Workers Local 175 Pension Fund, reported by Board Of Trustees Of United Plant Production Workers L175 Pension Fd under EIN 20-3143185 and plan number 001. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250408134508NAL0010015859004
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of United Plant Production Workers L175 Pension Fd
EIN
20-3143185
Plan number
001
Location
Roslyn Heights, NY
Participants
471
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$101,068,802
Total liabilities (EOY)
$488,351
Net assets (EOY)
$100,580,451
Employer contributions
$5,329,370
Total income / additions
$16,891,353
Benefits paid
$3,428,814
Administrative expenses
$816,703
Total expenses
$4,245,517
Net increase / (decrease)
$12,645,836
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Atalanta SosnoffNONE$253,124not reported in the loaded dataset
Anthony FrancoNONE$139,118not reported in the loaded dataset
Saj Consultants IncNONE$113,910not reported in the loaded dataset
Us Real Estate Investment Fund LLCNONE$93,631not reported in the loaded dataset
Rothman Rocco & Laruffa LlpNONE$57,989not reported in the loaded dataset
Jennifer Smith PllcNONE$46,652not reported in the loaded dataset
Robert Allgier CpaNONE$33,285not reported in the loaded dataset
Dickenson Group LLCNONE$30,000not reported in the loaded dataset
Michele ZunnoNONE$29,921not reported in the loaded dataset
Marie MossaNONE$20,651not reported in the loaded dataset
Reynolds & ReynoldsNONE$18,630not reported in the loaded dataset
Mario BricenoNONE$16,744not reported in the loaded dataset
Anna MottolaNONE$14,635not reported in the loaded dataset
Cheiron Inc.NONE$10,394not reported in the loaded dataset
Chaiken & ChaikenNONE$9,900not reported in the loaded dataset
Carol NagyNONE$9,324not reported in the loaded dataset
M&T Invest Serv Wilmington TrustNONE$6,581not reported in the loaded dataset

Related Form 5500 pages