Local 338 Retirement Fund — Form 5500 plan (Trustees Local 338 Retirement 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 338 Retirement Fund is a benefit plan reported by Trustees Local 338 Retirement Fund under EIN 13-6533678 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,027 participants and $588,248,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Local 338 Retirement Fund
- EIN
- 13-6533678
- Plan number
- 001
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 19,027
- End-of-year plan assets
- $588,248,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,027 | H, C | 20241015181153NAL0017023251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $588,248,509
- Total liabilities (EOY)
- $2,485,670
- Net assets (EOY)
- $585,762,839
- Net assets (BOY)
- $575,418,030
Income & contributions
- Employer contributions
- $4,876,732
- Total contributions
- $5,745,716
- Total income / additions
- $63,788,240
Expenses & distributions
- Benefits paid
- $49,844,060
- Administrative expenses
- $3,599,371
- Total expenses
- $53,443,431
- Net increase / (decrease)
- $10,344,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rwdsu/Ufcw Local 338 | AFFILATED LABOR UNION | $380,234 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $329,340 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $318,413 | $0 | 2023 |
| Local 338 Health & Welfare Fund | AFILIATED BENEFIT FUND | $308,701 | not reported in the loaded dataset | 2023 |
| Wright Investors Services LLC | NONE | $250,482 | $0 | 2023 |
| Highland Capital Management LLC | NONE | $134,840 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company | NONE | $110,246 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $95,000 | not reported in the loaded dataset | 2023 |
| Andrew Vella | EMPLOYEE | $0 | $85,643 | 2023 |
| Olga Robertson-Lopez | EMPLOYEE | $0 | $59,343 | 2023 |
| Novak Francella LLC | NONE | $58,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $57,748 | not reported in the loaded dataset | 2023 |
| Lisanti Capital Growth LLC | NONE | $48,547 | $0 | 2023 |
| Comerica | NONE | $41,774 | $0 | 2023 |
| Summit Actuarial Services LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Harold Mittel | EMPLOYEE | $0 | $35,363 | 2023 |
| The Shore Press | NONE | $18,272 | not reported in the loaded dataset | 2023 |
| Health Plan Systems | NONE | $16,882 | not reported in the loaded dataset | 2023 |
| Bernzott Capital Advisors Inc | NONE | $16,071 | not reported in the loaded dataset | 2023 |
| Aria Insurance Brokerage Inc | NONE | $0 | $7,998 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Local 338 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Rwdsu/Ufcw Local 338 — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Local 338 Health & Welfare Fund — Schedule C compensation
- Wright Investors Services LLC — Schedule C compensation
- Highland Capital Management LLC — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Andrew Vella — Schedule C compensation
- Olga Robertson-Lopez — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Lisanti Capital Growth LLC — Schedule C compensation
- Comerica — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Harold Mittel — Schedule C compensation
- The Shore Press — Schedule C compensation
- Health Plan Systems — Schedule C compensation
- Bernzott Capital Advisors Inc — Schedule C compensation
- Aria Insurance Brokerage Inc — Schedule C compensation