2023 Form 5500 filing — Local 734 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 20250502102008NAL0002782275001) for Local 734 Pension Fund, reported by Board Of Trustees Local 734 Pension Fund under EIN 22-6174132 and plan number 002. It reports 2,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250502102008NAL0002782275001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 734 Pension Fund
- EIN
- 22-6174132
- Plan number
- 002
- Location
- Iselin, NJ
- Participants
- 2,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,252,278
- Total liabilities (EOY)
- $2,199,756
- Net assets (EOY)
- $53,052,522
- Employer contributions
- $372,621
- Total income / additions
- $11,469,457
- Benefits paid
- $9,603,663
- Administrative expenses
- $894,016
- Total expenses
- $10,497,679
- Net increase / (decrease)
- $971,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $67,106 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parsons | NONE | $60,000 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $50,500 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $46,400 | not reported in the loaded dataset |
| Lord Abbett & Co., LLC | NONE | $40,315 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital, LLC | NONE | $31,915 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $21,436 | $0 |
| Syntonic Systems, Inc | NONE | $16,315 | not reported in the loaded dataset |
| William Martin | TRUSTEE | $15,750 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $13,354 |
| Bridgeway Benefit Technologies | NONE | $13,196 | not reported in the loaded dataset |