2023 Form 5500 filing — The Shield Institute Pension Plan For Members Of The District Council 1707 Bargaining Unit
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 20250415084259NAL0006057682001) for The Shield Institute Pension Plan For Members Of The District Council 1707 Bargaining Unit, reported by Shield Of David, Inc. under EIN 13-1740041 and plan number 004. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415084259NAL0006057682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shield Of David, Inc.
- EIN
- 13-1740041
- Plan number
- 004
- Location
- Flushing, NY
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,223,881
- Total liabilities (EOY)
- $398,074
- Net assets (EOY)
- $1,825,807
- Employer contributions
- $175,850
- Total income / additions
- $369,461
- Benefits paid
- $118,157
- Administrative expenses
- $14,286
- Total expenses
- $132,443
- Net increase / (decrease)
- $237,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silvercrest Asset Management Group | INVESTMENT MANAGER | $12,333 | not reported in the loaded dataset |
| Comerica Bank | RECORDKEEPER | $1,953 | not reported in the loaded dataset |