Club Employees Pension Fund — Form 5500 plan (Board Of Trustees Club Employees 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, Club Employees Pension Fund is a benefit plan reported by Board Of Trustees Club Employees Pension Fund under EIN 13-6188273 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,889 participants and $87,477,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Club Employees Pension Fund
- EIN
- 13-6188273
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,889
- End-of-year plan assets
- $87,477,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,889 | H, C | 20241015105036NAL0057076322001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,477,302
- Total liabilities (EOY)
- $204,317
- Net assets (EOY)
- $87,272,985
- Net assets (BOY)
- $79,269,710
Income & contributions
- Employer contributions
- $4,102,732
- Total contributions
- $4,104,232
- Total income / additions
- $15,052,110
Expenses & distributions
- Benefits paid
- $6,086,258
- Administrative expenses
- $962,577
- Total expenses
- $7,048,835
- Net increase / (decrease)
- $8,003,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $202,387 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $103,406 | not reported in the loaded dataset | 2023 |
| Marsella Viani | EMPLOYEE | $81,141 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Pitta And Giblin, Llp | NONE | $72,912 | not reported in the loaded dataset | 2023 |
| Vulcan Value Partners | NONE | $47,628 | not reported in the loaded dataset | 2023 |
| Local 6 Union | RELATED PARTY | $46,046 | not reported in the loaded dataset | 2023 |
| Hill Rivkins, Llp | NONE | $17,087 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $15,170 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $7,201 | not reported in the loaded dataset | 2023 |
| Aberdeen Asset Management Inc. | NONE | $7,008 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Club Employees Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- The Segal Company — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Marsella Viani — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Pitta And Giblin, Llp — Schedule C compensation
- Vulcan Value Partners — Schedule C compensation
- Local 6 Union — Schedule C compensation
- Hill Rivkins, Llp — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Adp — Schedule C compensation
- Aberdeen Asset Management Inc. — Schedule C compensation