Local 282 Pension Trust Fund — Form 5500 plan (Board Of Trustees Of Local 282)
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 282 Pension Trust Fund is a benefit plan reported by Board Of Trustees Of Local 282 under EIN 11-6245313 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,326 participants and $1,231,818,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 282
- EIN
- 11-6245313
- Plan number
- 001
- Plan type
- 1
- Location
- Lake Success, NY
- Latest filing year
- 2023
- Participants
- 7,326
- End-of-year plan assets
- $1,231,818,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,326 | H, C | 20241010121008NAL0020947969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,231,818,756
- Total liabilities (EOY)
- $1,203,213
- Net assets (EOY)
- $1,230,615,543
- Net assets (BOY)
- $1,126,554,493
Income & contributions
- Employer contributions
- $50,931,848
- Total contributions
- $50,931,848
- Total income / additions
- $179,799,501
Expenses & distributions
- Benefits paid
- $70,540,326
- Administrative expenses
- $5,198,125
- Total expenses
- $75,738,451
- Net increase / (decrease)
- $104,061,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 282 Welfare Trust Fund | RELATED FUND | $2,043,212 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Invest Advisers, LLC | NONE | $1,152,558 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A | NONE | $773,916 | not reported in the loaded dataset | 2023 |
| New Tower Trust Co. | NONE | $460,526 | not reported in the loaded dataset | 2023 |
| Stacey Braun | NONE | $339,950 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $322,542 | not reported in the loaded dataset | 2023 |
| Mackay Shields | NONE | $247,307 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $228,052 | not reported in the loaded dataset | 2023 |
| Entrust Global Partners Offshore Lp | NONE | $154,489 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $153,098 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | NONE | $150,488 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE | $141,092 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $129,802 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $125,348 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants | NONE | $99,996 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick & Schlapp, P.C. | NONE | $84,500 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $58,854 | not reported in the loaded dataset | 2023 |
| M&T Bank | NONE | $35,106 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $16,350 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $13,903 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management | NONE | $12,368 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon | UNION ATTY | $5,263 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 282
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Lake Success, NY
- Local 282 Welfare Trust Fund — Schedule C compensation
- Columbia Mgmt Invest Advisers, LLC — Schedule C compensation
- Jpmorgan Chase Bank, N.A — Schedule C compensation
- New Tower Trust Co. — Schedule C compensation
- Stacey Braun — Schedule C compensation
- Segal Company — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Entrust Global Partners Offshore Lp — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Quan-Vest Consultants — Schedule C compensation
- Gould, Kobrick & Schlapp, P.C. — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- M&T Bank — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Cohen, Weiss & Simon — Schedule C compensation