Local 854 Pension Fund — Form 5500 plan (Board Of Trustees Local 854 Pension Benefit Fund Ibt)
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 854 Pension Fund is a benefit plan reported by Board Of Trustees Local 854 Pension Benefit Fund Ibt under EIN 11-2159181 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,047 participants and $79,979,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 854 Pension Benefit Fund Ibt
- EIN
- 11-2159181
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,047
- End-of-year plan assets
- $79,979,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,047 | H, C | 20250616103840NAL0000419779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,979,299
- Total liabilities (EOY)
- $5,252,656
- Net assets (EOY)
- $74,726,643
- Net assets (BOY)
- $80,068,358
Income & contributions
- Employer contributions
- $93,808
- Total contributions
- $93,808
- Total income / additions
- $4,363,282
Expenses & distributions
- Benefits paid
- $2,306,275
- Administrative expenses
- $7,398,722
- Total expenses
- $9,704,997
- Net increase / (decrease)
- -$5,341,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Proskauer Rose Llp | SVCS REL. BENEFIT PLAN | $1,328,085 | not reported in the loaded dataset | 2023 |
| Friedman And Anspach | SVCS REL. BENEFIT PLAN | $592,452 | not reported in the loaded dataset | 2023 |
| Savasta And Company, Inc. | SVCS REL. BENEFIT PLAN | $152,992 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | SVCS. REL PLAN | $83,535 | not reported in the loaded dataset | 2023 |
| American Arbitration Association | NONE | $55,100 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | SVCS REL. BENEFIT PLAN | $50,000 | not reported in the loaded dataset | 2023 |
| Savasta And Company, Inc. | SVCS REL. BENEFIT PLAN | $47,900 | not reported in the loaded dataset | 2023 |
| Mogila Law Group | NONE | $38,400 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $37,289 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $17,178 | not reported in the loaded dataset | 2023 |
| Ira Jaffe | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Gulfstream | NONE | $7,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 854 Pension Benefit Fund Ibt
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Proskauer Rose Llp — Schedule C compensation
- Friedman And Anspach — Schedule C compensation
- Savasta And Company, Inc. — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- American Arbitration Association — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Mogila Law Group — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Ira Jaffe — Schedule C compensation
- Gulfstream — Schedule C compensation