Local 1205 Pension Fund — Form 5500 plan (Board Of Trustees Of Local 1205 Pension Fund)
Plain-English plan 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, Local 1205 Pension Fund is a benefit plan reported by Board Of Trustees Of Local 1205 Pension Fund under EIN 11-1880353 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,548 participants and $242,669,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 1205 Pension Fund
- EIN
- 11-1880353
- Plan number
- 001
- Plan type
- 1
- Location
- Farmingdale, NY
- Latest filing year
- 2023
- Participants
- 1,548
- End-of-year plan assets
- $242,669,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,548 | H, C | 20241014074650NAL0051454722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,669,149
- Total liabilities (EOY)
- $57,451
- Net assets (EOY)
- $242,611,698
- Net assets (BOY)
- $215,734,797
Income & contributions
- Employer contributions
- $5,043,456
- Total contributions
- $5,043,456
- Total income / additions
- $36,619,311
Expenses & distributions
- Benefits paid
- $8,699,822
- Administrative expenses
- $1,042,588
- Total expenses
- $9,742,410
- Net increase / (decrease)
- $26,876,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors | NONE | $207,455 | not reported in the loaded dataset | 2023 |
| Crescent Capital Collective Invest. | NONE | $84,795 | not reported in the loaded dataset | 2023 |
| Segal Company (Eastern States),Inc | NONE | $75,485 | not reported in the loaded dataset | 2023 |
| Venus Temple | EMPLOYEE | $43,526 | not reported in the loaded dataset | 2023 |
| Tina Nardi | EMPLOYEE | $43,096 | not reported in the loaded dataset | 2023 |
| Rothman Rocco Laruffa | NONE | $42,300 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $41,019 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $36,858 | not reported in the loaded dataset | 2023 |
| Highland Capital Management, LLC | NONE | $33,377 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $29,940 | not reported in the loaded dataset | 2023 |
| Melissa Dimaria | EMPLOYEE | $27,269 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments, LLC | NONE | $23,989 | $0 | 2023 |
| Reynolds Consulting Service, LLC | NONE | $17,215 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman Advisors LLC | NONE | $9,386 | not reported in the loaded dataset | 2023 |
| Union Labor Systems | NONE | $5,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 1205 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Farmingdale, NY
- Ullico Investment Advisors — Schedule C compensation
- Crescent Capital Collective Invest. — Schedule C compensation
- Segal Company (Eastern States),Inc — Schedule C compensation
- Venus Temple — Schedule C compensation
- Tina Nardi — Schedule C compensation
- Rothman Rocco Laruffa — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Highland Capital Management, LLC — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Melissa Dimaria — Schedule C compensation
- Clearbridge Investments, LLC — Schedule C compensation
- Reynolds Consulting Service, LLC — Schedule C compensation
- Citrin Cooperman Advisors LLC — Schedule C compensation
- Union Labor Systems — Schedule C compensation