Local 1102 Retirement Trust — Form 5500 plan (Local 1102 Retirement Trust)
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 1102 Retirement Trust is a benefit plan reported by Local 1102 Retirement Trust under EIN 13-1847329 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,840 participants and $35,891,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 1102 Retirement Trust
- EIN
- 13-1847329
- Plan number
- 001
- Plan type
- 1
- Location
- Woodbury, NY
- Latest filing year
- 2023
- Participants
- 4,840
- End-of-year plan assets
- $35,891,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,840 | H, C | 20240716133231NAL0002647073003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,891,792
- Total liabilities (EOY)
- $113,153
- Net assets (EOY)
- $35,778,639
- Net assets (BOY)
- $31,364,520
Income & contributions
- Employer contributions
- $187,498
- Total contributions
- $187,498
- Total income / additions
- $8,652,390
Expenses & distributions
- Benefits paid
- $3,370,337
- Administrative expenses
- $867,934
- Total expenses
- $4,238,271
- Net increase / (decrease)
- $4,414,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $182,781 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $130,450 | not reported in the loaded dataset | 2023 |
| Hudson Canyon Capital Mgmt LLC | NONE | $111,870 | not reported in the loaded dataset | 2023 |
| Silvan L Salmon | EMPLOYEE | $97,549 | not reported in the loaded dataset | 2023 |
| Rothman, Rocco, Laruffa Llp | NONE | $69,582 | not reported in the loaded dataset | 2023 |
| Kristy L Scholfield | EMPLOYEE | $65,096 | not reported in the loaded dataset | 2023 |
| Doreen Douglas | EMPLOYEE | $62,818 | not reported in the loaded dataset | 2023 |
| Toni Giannone | EMPLOYEE | $60,448 | not reported in the loaded dataset | 2023 |
| Lisa A Shepherd | EMPLOYEE | $57,866 | not reported in the loaded dataset | 2023 |
| Carlos H Umana | EMPLOYEE | $57,130 | not reported in the loaded dataset | 2023 |
| Patricia M Trimble | EMPLOYEE | $55,476 | not reported in the loaded dataset | 2023 |
| Kathy M Carbone | EMPLOYEE | $54,547 | not reported in the loaded dataset | 2023 |
| Marie L Dueno | EMPLOYEE | $51,689 | not reported in the loaded dataset | 2023 |
| Melissa Bilello | EMPLOYEE | $49,980 | not reported in the loaded dataset | 2023 |
| Deena W Granowetter | EMPLOYEE | $49,260 | not reported in the loaded dataset | 2023 |
| Jorge Gomez | EMPLOYEE | $48,053 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Tiffany D Middleton | EMPLOYEE | $46,853 | not reported in the loaded dataset | 2023 |
| Shelcy Portillo | EMPLOYEE | $43,170 | not reported in the loaded dataset | 2023 |
| Amy Cicio | EMPLOYEE | $43,099 | not reported in the loaded dataset | 2023 |
| Josselyn R Machuca | EMPLOYEE | $41,362 | not reported in the loaded dataset | 2023 |
| Berdon Llp | NONE | $28,461 | not reported in the loaded dataset | 2023 |
| Dahab Associates | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Que Graphics & Communications | NONE | $18,449 | not reported in the loaded dataset | 2023 |
| Atlantic Tomorrows Office | NONE | $11,991 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 1102 Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Woodbury, NY
- Local 1102 Rwdsu — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Hudson Canyon Capital Mgmt LLC — Schedule C compensation
- Silvan L Salmon — Schedule C compensation
- Rothman, Rocco, Laruffa Llp — Schedule C compensation
- Kristy L Scholfield — Schedule C compensation
- Doreen Douglas — Schedule C compensation
- Toni Giannone — Schedule C compensation
- Lisa A Shepherd — Schedule C compensation
- Carlos H Umana — Schedule C compensation
- Patricia M Trimble — Schedule C compensation
- Kathy M Carbone — Schedule C compensation
- Marie L Dueno — Schedule C compensation
- Melissa Bilello — Schedule C compensation
- Deena W Granowetter — Schedule C compensation
- Jorge Gomez — Schedule C compensation
- First Actuarial Consulting, Inc — Schedule C compensation
- Tiffany D Middleton — Schedule C compensation
- Shelcy Portillo — Schedule C compensation
- Amy Cicio — Schedule C compensation
- Josselyn R Machuca — Schedule C compensation
- Berdon Llp — Schedule C compensation
- Dahab Associates — Schedule C compensation
- Que Graphics & Communications — Schedule C compensation
- Atlantic Tomorrows Office — Schedule C compensation