Local 888 Pension Fund — Form 5500 plan (Board Of Trustees Local 888 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 888 Pension Fund is a benefit plan reported by Board Of Trustees Local 888 Pension Fund under EIN 13-6367793 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,829 participants and $50,427,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 888 Pension Fund
- EIN
- 13-6367793
- Plan number
- 001
- Plan type
- 1
- Location
- Elmwood Park, NJ
- Latest filing year
- 2023
- Participants
- 3,829
- End-of-year plan assets
- $50,427,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,829 | H, C | 20241015192922NAL0030757473003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,427,215
- Total liabilities (EOY)
- $204,036
- Net assets (EOY)
- $50,223,179
- Net assets (BOY)
- $59,285,603
Income & contributions
- Employer contributions
- $483,517
- Total contributions
- $483,517
- Total income / additions
- $5,259,121
Expenses & distributions
- Benefits paid
- $7,762,315
- Administrative expenses
- $6,559,230
- Total expenses
- $14,321,545
- Net increase / (decrease)
- -$9,062,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company, Inc. | ACTUARIAL | $151,154 | not reported in the loaded dataset | 2023 |
| Rosalba Perez | PLAN ADMINISTRATOR | $143,833 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | ATTORNEY | $142,807 | not reported in the loaded dataset | 2023 |
| Yesenia Mares | EMPLOYEE | $53,007 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa | ACCOUNTANT | $43,693 | not reported in the loaded dataset | 2023 |
| Jean Edy Joseph | EMPLOYEE | $43,052 | not reported in the loaded dataset | 2023 |
| Nelsy Rodriguez | EMPLOYEE | $38,587 | not reported in the loaded dataset | 2023 |
| Louvina Greenaway | EMPLOYEE | $33,377 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | INVESTMENT ADVISORY | $31,505 | not reported in the loaded dataset | 2023 |
| Lourdes Lanzot | EMPLOYEE | $27,610 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | CONSULTANT | $18,000 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $14,100 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | ATTORNEY | $12,500 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Company | INVESTMENT MANAGER | $6,907 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 888 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Elmwood Park, NJ
- The Segal Company, Inc. — Schedule C compensation
- Rosalba Perez — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Yesenia Mares — Schedule C compensation
- Gettry Marcus Cpa — Schedule C compensation
- Jean Edy Joseph — Schedule C compensation
- Nelsy Rodriguez — Schedule C compensation
- Louvina Greenaway — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Lourdes Lanzot — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation