Local 816 Labor & Management Pension Trust Fund — Form 5500 plan (Board Of Trustees Of Local 816 Labor And Management Pension Trust 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 816 Labor & Management Pension Trust Fund is a benefit plan reported by Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund under EIN 13-1869789 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,483 participants and $130,786,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund
- EIN
- 13-1869789
- Plan number
- 001
- Plan type
- 1
- Location
- Floral Park, NY
- Latest filing year
- 2023
- Participants
- 1,483
- End-of-year plan assets
- $130,786,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,483 | H, C | 20241115094649NAL0000687937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,786,612
- Total liabilities (EOY)
- $428,332
- Net assets (EOY)
- $130,358,280
- Net assets (BOY)
- $115,931,612
Income & contributions
- Employer contributions
- $5,237,769
- Total contributions
- $5,237,769
- Total income / additions
- $19,807,759
Expenses & distributions
- Benefits paid
- $4,648,480
- Administrative expenses
- $732,611
- Total expenses
- $5,381,091
- Net increase / (decrease)
- $14,426,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wedge Capital Management, Llp | NONE | $124,153 | $0 | 2023 |
| Invesco Advisers, Inc. | NONE | $95,908 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | NONE | $76,657 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | NONE | $61,430 | not reported in the loaded dataset | 2023 |
| Cary Kane Llp | NONE | $52,500 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | NONE | $48,667 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $41,713 | $0 | 2023 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $11,286 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Floral Park, NY
- Wedge Capital Management, Llp — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Cary Kane Llp — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Northern Trust Company — Schedule C compensation