2023 Form 5500 filing — Local 808 Ibt Pension Plan
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 20250715095402NAL0001210115001) for Local 808 Ibt Pension Plan, reported by Joint Board Of Trustees Of Local 808 Ibt Pension Fund under EIN 11-6204268 and plan number 001. It reports 1,629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715095402NAL0001210115001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Local 808 Ibt Pension Fund
- EIN
- 11-6204268
- Plan number
- 001
- Location
- Chappaqua, NY
- Participants
- 1,629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,950,423
- Total liabilities (EOY)
- $33,027
- Net assets (EOY)
- $70,917,396
- Employer contributions
- $2,177,300
- Total income / additions
- $14,630,918
- Benefits paid
- $4,449,576
- Administrative expenses
- $1,183,382
- Total expenses
- $5,632,958
- Net increase / (decrease)
- $8,997,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employees | EMPLOYEES | $233,876 | not reported in the loaded dataset |
| Cohen, Weiss & Simon, Llp | NONE | $142,274 | not reported in the loaded dataset |
| Savasta & Company, Inc. | NONE | $106,240 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $96,320 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $57,641 | not reported in the loaded dataset |
| Whitestar Advisors, LLC | NONE | $46,258 | not reported in the loaded dataset |
| Premier Technology Solutions | NONE | $41,182 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $33,651 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc. | NONE | $32,500 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $26,410 | $0 |
| Amalgamated Bank | NONE | $23,755 | $0 |
| Vanderbilt Avenue Asset Management | NONE | $22,015 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $14,733 | not reported in the loaded dataset |
| Paul Demasi | TRUSTEE | $5,718 | not reported in the loaded dataset |