2023 Form 5500 filing — Pension Fund Of Local 227
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 20250814122705NAL0005407443001) for Pension Fund Of Local 227, reported by Board Of Trustees Of Pension Fund Of Local 227 under EIN 61-6054018 and plan number 001. It reports 10,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814122705NAL0005407443001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Pension Fund Of Local 227
- EIN
- 61-6054018
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 10,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,466,224
- Total liabilities (EOY)
- $68,427
- Net assets (EOY)
- $95,397,797
- Employer contributions
- $2,247,978
- Total income / additions
- $16,297,864
- Benefits paid
- $4,603,278
- Administrative expenses
- $1,642,880
- Total expenses
- $6,246,158
- Net increase / (decrease)
- $10,051,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Admin | NONE | $391,457 | not reported in the loaded dataset |
| Segal | NONE | $156,753 | not reported in the loaded dataset |
| Reinhart Attorneys At Law | NONE | $93,289 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $81,047 | $0 |
| Legacy Professionals Llp | NONE | $62,718 | not reported in the loaded dataset |
| National Investment Services, Inc | NONE | $60,861 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $60,282 | $0 |
| Pnc Bank | NONE | $60,200 | $0 |
| Marquette Associates | NONE | $50,833 | not reported in the loaded dataset |
| Gamco | NONE | $30,768 | not reported in the loaded dataset |
| P. Whitely, Jr. | TRUSTEE | $5,745 | not reported in the loaded dataset |
| R. Gideo | TRUSTEE | $5,341 | not reported in the loaded dataset |