2023 Form 5500 filing — Local 854 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 20250616103840NAL0000419779001) for Local 854 Pension Fund, reported by Board Of Trustees Local 854 Pension Benefit Fund Ibt under EIN 11-2159181 and plan number 001. It reports 2,047 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616103840NAL0000419779001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 854 Pension Benefit Fund Ibt
- EIN
- 11-2159181
- Plan number
- 001
- Location
- New York, NY
- Participants
- 2,047
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,979,299
- Total liabilities (EOY)
- $5,252,656
- Net assets (EOY)
- $74,726,643
- Employer contributions
- $93,808
- Total income / additions
- $4,363,282
- Benefits paid
- $2,306,275
- Administrative expenses
- $7,398,722
- Total expenses
- $9,704,997
- Net increase / (decrease)
- -$5,341,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Proskauer Rose Llp | SVCS REL. BENEFIT PLAN | $1,328,085 | not reported in the loaded dataset |
| Friedman And Anspach | SVCS REL. BENEFIT PLAN | $592,452 | not reported in the loaded dataset |
| Savasta And Company, Inc. | SVCS REL. BENEFIT PLAN | $152,992 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | SVCS. REL PLAN | $83,535 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $55,100 | not reported in the loaded dataset |
| Nepc, LLC | SVCS REL. BENEFIT PLAN | $50,000 | not reported in the loaded dataset |
| Savasta And Company, Inc. | SVCS REL. BENEFIT PLAN | $47,900 | not reported in the loaded dataset |
| Mogila Law Group | NONE | $38,400 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $37,289 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $17,178 | not reported in the loaded dataset |
| Ira Jaffe | NONE | $9,000 | not reported in the loaded dataset |
| Gulfstream | NONE | $7,385 | not reported in the loaded dataset |