2023 Form 5500 filing — Local 917 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 20250807134419NAL0003481777001) for Local 917 Pension Fund, reported by Board Of Trustees Local 917 Pension Fund under EIN 13-6086164 and plan number 001. It reports 1,559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250807134419NAL0003481777001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 917 Pension Fund
- EIN
- 13-6086164
- Plan number
- 001
- Location
- Floral Park, NY
- Participants
- 1,559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,759,885
- Total liabilities (EOY)
- $49,081
- Net assets (EOY)
- $27,710,804
- Employer contributions
- $645,856
- Total income / additions
- $2,278,929
- Benefits paid
- $2,572,369
- Administrative expenses
- $623,166
- Total expenses
- $3,195,535
- Net increase / (decrease)
- -$916,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Calibre Cpa Group, Pllc | AUDITOR | $53,312 | not reported in the loaded dataset |
| First Actuarial Consulting Team LLC | NONE | $51,744 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $37,333 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | LEGAL COUNSEL | $30,000 | not reported in the loaded dataset |
| Loomis, Sayles And Company | NONE | $9,634 | not reported in the loaded dataset |