Inland Pension Fund — Form 5500 plan (Board Of Trustees Inland Pension Fund)

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, Inland Pension Fund is a benefit plan reported by Board Of Trustees Inland Pension Fund under EIN 13-6068885 and plan number 001. The latest loaded filing year is 2023. The filing reports 717 participants and $20,741,900 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Inland Pension Fund
EIN
13-6068885
Plan number
001
Plan type
1
Location
Ridgefield, NJ
Latest filing year
2023
Participants
717
End-of-year plan assets
$20,741,900

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023717H, C20250310120222NAL0015979649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,741,900
Total liabilities (EOY)
$29,467
Net assets (EOY)
$20,712,433
Net assets (BOY)
$19,885,599

Income & contributions

Employer contributions
$424,887
Total contributions
$424,887
Total income / additions
$3,074,260

Expenses & distributions

Benefits paid
$1,828,449
Administrative expenses
$418,977
Total expenses
$2,247,426
Net increase / (decrease)
$826,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patricia DepascaleEMPLOYEE$86,916not reported in the loaded dataset2023
First Actuarial Consulting TeamNONE$33,496not reported in the loaded dataset2023
Segal AdvisorsNONE$31,250not reported in the loaded dataset2023
Slevin & Hart, PcNONE$28,371not reported in the loaded dataset2023
Selig Management, Inc.NONE$21,417not reported in the loaded dataset2023
MspcNONE$13,726not reported in the loaded dataset2023
Agincourt Capital Management, LLCNONE$13,267not reported in the loaded dataset2023
Anthony SidotiTRUSTEE$12,000not reported in the loaded dataset2023
Gerald WesbeckerTRUSTEE$12,000not reported in the loaded dataset2023
William DistelcampTRUSTEE/EMPLOYEE$7,000not reported in the loaded dataset2023
Segall, Bryant & HamillNONE$6,577$02023

Related Form 5500 pages