Derrickmens Pension Fund, Local 197 — Form 5500 plan (Bd Of Tr Derrickmens Pension Fund, Local 197)
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, Derrickmens Pension Fund, Local 197 is a benefit plan reported by Bd Of Tr Derrickmens Pension Fund, Local 197 under EIN 13-6121370 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $47,864,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tr Derrickmens Pension Fund, Local 197
- EIN
- 13-6121370
- Plan number
- 001
- Plan type
- 1
- Location
- New York City, NY
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $47,864,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241009151107NAL0010765427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,864,243
- Total liabilities (EOY)
- $303,050
- Net assets (EOY)
- $47,561,193
- Net assets (BOY)
- $40,798,622
Income & contributions
- Employer contributions
- $3,280,607
- Total contributions
- $3,280,607
- Total income / additions
- $10,381,497
Expenses & distributions
- Benefits paid
- $3,199,440
- Administrative expenses
- $419,486
- Total expenses
- $3,618,926
- Net increase / (decrease)
- $6,762,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Daniel H. Cook Associates, Inc | CONTRACT ADMIN | $83,917 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | NONE | $55,000 | $0 | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $50,197 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $49,601 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $46,043 | not reported in the loaded dataset | 2023 |
| An American Company | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills, Llp | ATTORNEY | $19,396 | not reported in the loaded dataset | 2023 |
| Law Office Of Steven N. Davi, Pllc | ATTORNEY | $19,000 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc | NONE | $16,887 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tr Derrickmens Pension Fund, Local 197
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York City, NY
- Daniel H. Cook Associates, Inc — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- The Segal Company — Schedule C compensation
- An American Company — Schedule C compensation
- Colleran, O'Hara & Mills, Llp — Schedule C compensation
- Law Office Of Steven N. Davi, Pllc — Schedule C compensation
- Stacey Braun Associates, Inc — Schedule C compensation