2023 Form 5500 filing — Pointers, Cleaners, & Caulkers 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 20250415000302NAL0002639713002) for Pointers, Cleaners, & Caulkers Pension Fund, reported by Board Of Trustees Of Pointers, under EIN 13-3208565 and plan number 001. It reports 2,605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415000302NAL0002639713002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Pointers,
- EIN
- 13-3208565
- Plan number
- 001
- Location
- Rego Park, NY
- Participants
- 2,605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $370,402,239
- Total liabilities (EOY)
- $9,982,350
- Net assets (EOY)
- $360,419,889
- Employer contributions
- $23,046,964
- Total income / additions
- $65,347,714
- Benefits paid
- $15,736,533
- Administrative expenses
- $2,491,061
- Total expenses
- $18,227,594
- Net increase / (decrease)
- $47,120,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atalanta Sosnoff | NONE | $253,271 | not reported in the loaded dataset |
| Holm & Ohara | UNION ATTORNEY | $236,821 | not reported in the loaded dataset |
| Kobgo Associates, Inc. | NONE | $199,968 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $161,732 | not reported in the loaded dataset |
| James Tierney | NONE | $158,772 | not reported in the loaded dataset |
| Andrew Brew | NONE | $144,408 | not reported in the loaded dataset |
| Carole Pesiri | NONE | $139,090 | not reported in the loaded dataset |
| Bj Deonarain | NONE | $121,450 | not reported in the loaded dataset |
| Gould, Kobrick, & Schlapp, P.C. | UNION AUDITOR | $100,175 | not reported in the loaded dataset |
| Rothberg, Straus & Contrubis Llp | EMPL ASSOC. ATTY | $92,744 | not reported in the loaded dataset |
| Philip Oconnell | NONE | $85,739 | not reported in the loaded dataset |
| Quanvest Consultant | NONE | $77,484 | not reported in the loaded dataset |
| Invesco National Trust Company | NONE | $67,693 | not reported in the loaded dataset |
| Olena Sidenko | NONE | $61,835 | not reported in the loaded dataset |
| Lynn Cerino | NONE | $60,020 | not reported in the loaded dataset |
| The Segal Company | NONE | $58,440 | not reported in the loaded dataset |
| Kinnari Ramolia | NONE | $53,931 | not reported in the loaded dataset |
| Nina Firrincili | NONE | $53,301 | not reported in the loaded dataset |
| Comerica Bank | NONE | $31,114 | $16,929 |
| Bridgeway Benefit Technologies | NONE | $47,727 | not reported in the loaded dataset |
| Herminia Gonzalez | NONE | $46,923 | not reported in the loaded dataset |
| Sei Trust Company Intech Enh Plus | NONE | $45,511 | not reported in the loaded dataset |
| Sabrina Arteaga | NONE | $43,400 | not reported in the loaded dataset |
| Angela Torres | NONE | $41,856 | not reported in the loaded dataset |
| Theresa Grillo | NONE | $39,455 | not reported in the loaded dataset |
| Intergrated Technology Systems Nyc | NONE | $34,807 | not reported in the loaded dataset |
| Syntonic Systems Inc | NONE | $33,000 | not reported in the loaded dataset |
| Afl-Cio Housing Investment Trust | NONE | $31,285 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $20,827 | not reported in the loaded dataset |
| Uran Rexhepi | NONE | $5,760 | not reported in the loaded dataset |
| Adp, Inc. | NONE | $5,500 | not reported in the loaded dataset |