Local 147 Construction Workers Retirement Plan — Form 5500 plan (Local 147 Construction Workers Retirement Plan)
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 147 Construction Workers Retirement Plan is a benefit plan reported by Local 147 Construction Workers Retirement Plan under EIN 13-6528181 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,507 participants and $172,296,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 147 Construction Workers Retirement Plan
- EIN
- 13-6528181
- Plan number
- 001
- Plan type
- 1
- Location
- Hopatcong, NJ
- Latest filing year
- 2023
- Participants
- 1,507
- End-of-year plan assets
- $172,296,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,507 | H, C | 20241010111709NAL0009941443002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $172,296,797
- Total liabilities (EOY)
- $515,604
- Net assets (EOY)
- $171,781,193
- Net assets (BOY)
- $162,333,632
Income & contributions
- Employer contributions
- $1,512,492
- Total contributions
- $1,512,492
- Total income / additions
- $18,123,813
Expenses & distributions
- Benefits paid
- $7,980,815
- Administrative expenses
- $695,437
- Total expenses
- $8,676,252
- Net increase / (decrease)
- $9,447,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci Associated | ADMINISTRATOR | $97,200 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | INVESTMENT ADVISOR | $91,840 | not reported in the loaded dataset | 2023 |
| Macquarie | INVESTMENT MANAGER | $77,699 | $0 | 2023 |
| Ryan Labs Asset Management | INVESTMENT MANAGER | $76,644 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | ACTUARIAL CONSULTANT | $60,000 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | INVESTMENT MANAGER | $41,974 | $0 | 2023 |
| Seix Investment Advisors LLC | INVESTMENT MANAGER | $38,631 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $31,756 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | INVESTMENT MANAGER | $27,274 | not reported in the loaded dataset | 2023 |
| Mspc, Cpa'S And Advisors, P.C. | AUDITORS | $25,000 | not reported in the loaded dataset | 2023 |
| Manning And Russo, LLC | ATTORNEY | $24,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 147 Construction Workers Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hopatcong, NJ
- Basil Castrovinci Associated — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation
- Macquarie — Schedule C compensation
- Ryan Labs Asset Management — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- Seix Investment Advisors LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Mspc, Cpa'S And Advisors, P.C. — Schedule C compensation
- Manning And Russo, LLC — Schedule C compensation