The Woodlawn Cemetery Pension Plan — Form 5500 plan (Woodlawn Cemetery)

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, The Woodlawn Cemetery Pension Plan is a benefit plan reported by Woodlawn Cemetery under EIN 13-5670057 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $9,411,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodlawn Cemetery
EIN
13-5670057
Plan number
001
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
112
End-of-year plan assets
$9,411,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112H, C20250404094440NAL0013250097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,411,123
Total liabilities (EOY)
$0
Net assets (EOY)
$9,411,123
Net assets (BOY)
$8,787,792

Income & contributions

Employer contributions
$780,000
Total contributions
$780,000
Total income / additions
$1,653,854

Expenses & distributions

Benefits paid
$847,917
Administrative expenses
$182,606
Total expenses
$1,030,523
Net increase / (decrease)
$623,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase BankNONE$87,000not reported in the loaded dataset2023
Ipex, Inc.NONE$5,625not reported in the loaded dataset2023

Related Form 5500 pages