Local 305 Cio Pension Fund — Form 5500 plan (Joint Board Of Trustees Local 305 Cio Pe)
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 305 Cio Pension Fund is a benefit plan reported by Joint Board Of Trustees Local 305 Cio Pe under EIN 13-2864446 and plan number 001. The latest loaded filing year is 2023. The filing reports 876 participants and $38,073,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Local 305 Cio Pe
- EIN
- 13-2864446
- Plan number
- 001
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 876
- End-of-year plan assets
- $38,073,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 876 | H, C | 20241014080157NAL0026787377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,073,884
- Total liabilities (EOY)
- $14,120
- Net assets (EOY)
- $38,059,764
- Net assets (BOY)
- $3,134,862
Income & contributions
- Employer contributions
- $63,732
- Total contributions
- $36,401,692
- Total income / additions
- $37,040,186
Expenses & distributions
- Benefits paid
- $1,915,266
- Administrative expenses
- $200,018
- Total expenses
- $2,115,284
- Net increase / (decrease)
- $34,924,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Friedman & Anspach | NONE | $64,125 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services, LLC | NONE | $34,883 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,220 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Local 305 Cio Pe
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Friedman & Anspach — Schedule C compensation
- Summit Actuarial Services, LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation