Local 840 I. B. Of T. Pension Fund — Form 5500 plan (Board Of Trustees Of Local 840 I. B. Of T. 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, Local 840 I. B. Of T. Pension Fund is a benefit plan reported by Board Of Trustees Of Local 840 I. B. Of T. Pension Fund under EIN 13-6304568 and plan number 001. The latest loaded filing year is 2023. The filing reports 719 participants and $22,765,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 840 I. B. Of T. Pension Fund
- EIN
- 13-6304568
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $22,765,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20241012154350NAL0024690785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,765,128
- Total liabilities (EOY)
- $29,964
- Net assets (EOY)
- $22,735,164
- Net assets (BOY)
- $19,228,714
Income & contributions
- Employer contributions
- $1,937,916
- Total contributions
- $1,937,916
- Total income / additions
- $5,014,104
Expenses & distributions
- Benefits paid
- $1,227,925
- Administrative expenses
- $279,729
- Total expenses
- $1,507,654
- Net increase / (decrease)
- $3,506,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Teamster Fund | NONE | $81,677 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates Inc. | NONE | $45,653 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $30,225 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Cary Kane Llp | NONE | $17,430 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $11,355 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing | NONE | $7,663 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 840 I. B. Of T. Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- United Teamster Fund — Schedule C compensation
- O'Sullivan Associates Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Cary Kane Llp — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Automatic Data Processing — Schedule C compensation