Laborers Local 235 Pension Fund — Form 5500 plan (Board Of Trustees Local 235 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, Laborers Local 235 Pension Fund is a benefit plan reported by Board Of Trustees Local 235 Pension Fund under EIN 13-6186984 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,437 participants and $96,764,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 235 Pension Fund
- EIN
- 13-6186984
- Plan number
- 001
- Plan type
- 1
- Location
- Elmsford, NY
- Latest filing year
- 2023
- Participants
- 1,437
- End-of-year plan assets
- $96,764,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,437 | H, C | 20241015192925NAL0049542208003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,764,010
- Total liabilities (EOY)
- $507,645
- Net assets (EOY)
- $96,256,365
- Net assets (BOY)
- $87,869,505
Income & contributions
- Employer contributions
- $4,981,478
- Total contributions
- $4,981,478
- Total income / additions
- $18,577,562
Expenses & distributions
- Benefits paid
- $9,119,980
- Administrative expenses
- $1,070,722
- Total expenses
- $10,190,702
- Net increase / (decrease)
- $8,386,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company, Inc. | ACTUARY | $120,000 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management, LLC | INVESTMENT MANAGER | $111,990 | $0 | 2023 |
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $107,275 | $0 | 2023 |
| Boston Partners Global Invest, Inc. | INVESTMENT MANAGER | $96,644 | $0 | 2023 |
| Clearbridge Investments, LLC | INVESTMENT MANAGER | $61,183 | $0 | 2023 |
| Marshall & Moss Admin Services | ACCOUNTING | $58,185 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Bank Of America | INVESTMENT CUSTODIAN | $32,104 | $0 | 2023 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $30,000 | not reported in the loaded dataset | 2023 |
| Irina Honczarenko | EMPLOYEE | $29,346 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $20,700 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate | INVESTMENT CUSTODIAN-MGR | $7,710 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 235 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmsford, NY
- The Segal Company, Inc. — Schedule C compensation
- Lazard Asset Management, LLC — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Boston Partners Global Invest, Inc. — Schedule C compensation
- Clearbridge Investments, LLC — Schedule C compensation
- Marshall & Moss Admin Services — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Bank Of America — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Irina Honczarenko — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Intercontinental Real Estate — Schedule C compensation