Pension Plan Private Sanitation Union Local 813 Ibt — Form 5500 plan (Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I)
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, Pension Plan Private Sanitation Union Local 813 Ibt is a benefit plan reported by Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I under EIN 13-1975659 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,349 participants and $168,678,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I
- EIN
- 13-1975659
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 3,349
- End-of-year plan assets
- $168,678,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,349 | H, C | 20241014164442NAL0013640691002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $168,678,613
- Total liabilities (EOY)
- $169,293
- Net assets (EOY)
- $168,509,320
- Net assets (BOY)
- $163,948,694
Income & contributions
- Employer contributions
- $8,616,050
- Total contributions
- $8,616,050
- Total income / additions
- $23,779,844
Expenses & distributions
- Benefits paid
- $17,252,759
- Administrative expenses
- $1,966,459
- Total expenses
- $19,219,218
- Net increase / (decrease)
- $4,560,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Proskauer Rose Llp | NONE | $694,377 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $61,600 | not reported in the loaded dataset | 2023 |
| Shanae Johnson | EMPLOYEE | $55,787 | not reported in the loaded dataset | 2023 |
| Andrew Anderson | EMPLOYEE | $54,582 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $49,147 | $0 | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $47,244 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $46,880 | not reported in the loaded dataset | 2023 |
| Dominick Giglio | EMPLOYEE | $39,915 | not reported in the loaded dataset | 2023 |
| Carol A. Franklin | EMPLOYEE | $39,042 | not reported in the loaded dataset | 2023 |
| C And S Consulting | TRUSTEE | $38,400 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $38,121 | not reported in the loaded dataset | 2023 |
| Tocqueville Asset Management | NONE | $35,840 | not reported in the loaded dataset | 2023 |
| Sharon Huang | EMPLOYEE | $31,546 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | NONE | $19,712 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $7,476 | 2023 |
| Horizon Actuarial Services LLC | NONE | $6,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Proskauer Rose Llp — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Shanae Johnson — Schedule C compensation
- Andrew Anderson — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Dominick Giglio — Schedule C compensation
- Carol A. Franklin — Schedule C compensation
- C And S Consulting — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Tocqueville Asset Management — Schedule C compensation
- Sharon Huang — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation