2023 Form 5500 filing — Local 111 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 20250912114602NAL0003556034001) for Local 111 Pension Fund, reported by Board Of Trustees Of Local 111 Pension Fund under EIN 11-1955247 and plan number 001. It reports 1,636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912114602NAL0003556034001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 111 Pension Fund
- EIN
- 11-1955247
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 1,636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,120,588
- Total liabilities (EOY)
- $90,376
- Net assets (EOY)
- $74,030,212
- Employer contributions
- $547,016
- Total income / additions
- $26,707,335
- Benefits paid
- $4,332,255
- Administrative expenses
- $697,700
- Total expenses
- $5,029,955
- Net increase / (decrease)
- $21,677,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Teamster Fund | NONE | $114,752 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $75,000 | not reported in the loaded dataset |
| Cary Kane, Pllc | LEGAL COUNSEL | $62,700 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $59,279 | not reported in the loaded dataset |
| Boston Trust Walden Company | NONE | $47,300 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $42,238 | not reported in the loaded dataset |
| Intercontinental Real Estate | NONE | $36,841 | not reported in the loaded dataset |
| Automatic Data Processing, Inc. | NONE | $33,834 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $21,574 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $19,615 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $19,029 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $16,400 | not reported in the loaded dataset |
| Pbi Research Services | NONE | $15,360 | not reported in the loaded dataset |
| Bond, Schoeneck, & King Pllc | NONE | $9,244 | not reported in the loaded dataset |
| Orrick, Herrington & Sutcliffe, Llp | NONE | $5,712 | not reported in the loaded dataset |