Local 475 Pension Plan — Form 5500 plan (Board Of Trustees Local 475 Pension Plan)
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 475 Pension Plan is a benefit plan reported by Board Of Trustees Local 475 Pension Plan under EIN 13-2571151 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,493 participants and $83,008,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 475 Pension Plan
- EIN
- 13-2571151
- Plan number
- 002
- Plan type
- 1
- Location
- Pelham, NY
- Latest filing year
- 2023
- Participants
- 1,493
- End-of-year plan assets
- $83,008,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,493 | H, C | 20241015193440NAL0057897250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,008,552
- Total liabilities (EOY)
- $81,902
- Net assets (EOY)
- $82,926,650
- Net assets (BOY)
- $77,982,709
Income & contributions
- Employer contributions
- $1,087,973
- Total contributions
- $1,087,973
- Total income / additions
- $11,952,054
Expenses & distributions
- Benefits paid
- $6,025,098
- Administrative expenses
- $983,015
- Total expenses
- $7,008,113
- Net increase / (decrease)
- $4,943,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ceres Partners LLC | INVESTMENT CUSTODIAN-MGR | $193,730 | not reported in the loaded dataset | 2023 |
| Carret Asset Management | INVESTMENT MANAGER | $93,275 | not reported in the loaded dataset | 2023 |
| Peter Vaupel | FUND ADMINISTRATOR | $69,411 | not reported in the loaded dataset | 2023 |
| Basil Castrovinci Associates, Inc | ACTUARY | $63,314 | not reported in the loaded dataset | 2023 |
| Rreef America Reit Ii, Inc. | INVESTMENT CUSTODIAN | $56,984 | not reported in the loaded dataset | 2023 |
| Dahab Associates, Inc. | INVESTMENT CONSULTANT | $48,953 | not reported in the loaded dataset | 2023 |
| Eduardo Melendez | EMPLOYEE | $37,083 | not reported in the loaded dataset | 2023 |
| Donna Colantuono | EMPLOYEE | $35,080 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | ATTORNEY | $31,200 | not reported in the loaded dataset | 2023 |
| Barksdale Investment Management | INVESTMENT MANAGER | $28,687 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | INVESTMENT CUSTODIAN | $26,804 | $0 | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $26,250 | not reported in the loaded dataset | 2023 |
| Ubs Farmland Investors LLC | INVESTMENT CUSTODIAN | $13,050 | not reported in the loaded dataset | 2023 |
| Johnson Institutional Management | INVESTMENT MANAGER | $11,230 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 475 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pelham, NY
- Ceres Partners LLC — Schedule C compensation
- Carret Asset Management — Schedule C compensation
- Peter Vaupel — Schedule C compensation
- Basil Castrovinci Associates, Inc — Schedule C compensation
- Rreef America Reit Ii, Inc. — Schedule C compensation
- Dahab Associates, Inc. — Schedule C compensation
- Eduardo Melendez — Schedule C compensation
- Donna Colantuono — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Barksdale Investment Management — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Ubs Farmland Investors LLC — Schedule C compensation
- Johnson Institutional Management — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation