Local 52 401 (K) Fund — Form 5500 plan (Board Of Trustees Of Local 52)
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 52 401 (K) Fund is a benefit plan reported by Board Of Trustees Of Local 52 under EIN 13-4059105 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,956 participants and $493,806,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 52
- EIN
- 13-4059105
- Plan number
- 005
- Plan type
- 1
- Location
- Lynbrook, NY
- Latest filing year
- 2023
- Participants
- 5,956
- End-of-year plan assets
- $493,806,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,956 | H, C | 20241012110201NAL0023393761003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $493,806,996
- Total liabilities (EOY)
- $2,905,045
- Net assets (EOY)
- $490,901,951
- Net assets (BOY)
- $421,342,659
Income & contributions
- Participant contributions
- $17,688,544
- Total contributions
- $18,164,363
- Total income / additions
- $93,629,158
Expenses & distributions
- Benefits paid
- $22,945,764
- Administrative expenses
- $340,364
- Total expenses
- $24,069,866
- Net increase / (decrease)
- $69,559,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spivak Lipton, Llp | RELATED UNION'S ATTORNEY | $87,942 | not reported in the loaded dataset | 2023 |
| Administrative Services Only | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick & Schlapp, P.C. | RELATED UNION'S AUDITOR | $31,788 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $31,261 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $31,038 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $27,881 | not reported in the loaded dataset | 2023 |
| Kobgo Associates Inc | NONE | $5,720 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 52
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Lynbrook, NY
- Spivak Lipton, Llp — Schedule C compensation
- Administrative Services Only — Schedule C compensation
- Gould, Kobrick & Schlapp, P.C. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- The Segal Company — Schedule C compensation
- Kobgo Associates Inc — Schedule C compensation