2023 Form 5500 filing — Communications Workers Local 1109 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 20250715111449NAL0001254739001) for Communications Workers Local 1109 Pension Fund, reported by Local 1109 Pension Fund under EIN 22-6298155 and plan number 001. It reports 916 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715111449NAL0001254739001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1109 Pension Fund
- EIN
- 22-6298155
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 916
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,878,264
- Total liabilities (EOY)
- $46,544
- Net assets (EOY)
- $28,831,720
- Employer contributions
- $95,690
- Total income / additions
- $4,693,328
- Benefits paid
- $3,214,238
- Administrative expenses
- $466,726
- Total expenses
- $3,680,964
- Net increase / (decrease)
- $1,012,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | INVESTMENT ADVISORY | $100,000 | not reported in the loaded dataset |
| Pkf O'Connor Davies Llp | ACCOUNTANT | $64,637 | not reported in the loaded dataset |
| Milliman | ACTUARY | $61,579 | not reported in the loaded dataset |
| Paychex | NONE | $30,195 | not reported in the loaded dataset |
| Weissman & Mintz | ATTORNEY | $22,287 | not reported in the loaded dataset |
| Syntonic Systems, Inc | NONE | $16,200 | not reported in the loaded dataset |