2023 Form 5500 filing — Local 272 Labor Management 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 20260121122939NAL0004353715002) for Local 272 Labor Management Pension Fund, reported by Board Of Trustees Of Local 272 Labor Management Pension Fund under EIN 13-5673836 and plan number 001. It reports 15,303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260121122939NAL0004353715002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 272 Labor Management Pension Fund
- EIN
- 13-5673836
- Plan number
- 001
- Location
- New York, NY
- Participants
- 15,303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $499,498,380
- Total liabilities (EOY)
- $2,320,256
- Net assets (EOY)
- $497,178,124
- Employer contributions
- $8,599,876
- Total income / additions
- $122,533,952
- Benefits paid
- $18,205,749
- Administrative expenses
- $3,326,889
- Total expenses
- $21,532,638
- Net increase / (decrease)
- $101,001,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dana Investment Advisors | NONE | $438,610 | $0 |
| Atalanta Sosnoff Capital LLC | NONE | $416,844 | not reported in the loaded dataset |
| Stacey Braun Associates Inc | NONE | $398,523 | $0 |
| Old Glory Asset Management | NONE | $253,535 | not reported in the loaded dataset |
| Pitta Llp | LEGAL COUNSEL | $160,470 | not reported in the loaded dataset |
| Ford Harrison | NONE | $135,032 | not reported in the loaded dataset |
| Maria Banchs | EMPLOYEE | $118,099 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $112,996 | not reported in the loaded dataset |
| Diana Soltren | EMPLOYEE | $111,065 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $99,839 | $0 |
| Marc Goodman | EMPLOYEE | $99,109 | not reported in the loaded dataset |
| Jeffery S. Dubin, P.C. | NONE | $91,574 | not reported in the loaded dataset |
| Joseph M. Stern And Co. | NONE | $66,041 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $65,000 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $49,126 | not reported in the loaded dataset |
| Carlos Rangel, Cpa Pc | NONE | $17,363 | not reported in the loaded dataset |
| Top Notch Systems, Inc. | NONE | $11,155 | not reported in the loaded dataset |