Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund — Form 5500 plan (Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, Help)
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, Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund is a benefit plan reported by Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, Help under EIN 13-6567546 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,765 participants and $128,407,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, Help
- EIN
- 13-6567546
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,765
- End-of-year plan assets
- $128,407,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,765 | H, C | 20241014151303NAL0015183043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,407,481
- Total liabilities (EOY)
- $265,687
- Net assets (EOY)
- $128,141,794
- Net assets (BOY)
- $125,949,560
Income & contributions
- Employer contributions
- $740,209
- Total contributions
- $740,209
- Total income / additions
- $11,708,281
Expenses & distributions
- Benefits paid
- $8,331,688
- Administrative expenses
- $1,184,359
- Total expenses
- $9,516,047
- Net increase / (decrease)
- $2,192,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Proskauer Rose Llp | NONE | $117,084 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $52,921 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $47,244 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $44,910 | not reported in the loaded dataset | 2023 |
| Deborah Danner | EMPLOYEE | $40,753 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Goldberg, Weprin, Finkel Goldstein | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Sharon Huang | EMPLOYEE | $34,343 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $32,852 | $0 | 2023 |
| Tocqueville Asset Management | NONE | $32,383 | not reported in the loaded dataset | 2023 |
| Withum Smith And Brown | NONE | $8,251 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $7,027 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, Help
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Proskauer Rose Llp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Deborah Danner — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Goldberg, Weprin, Finkel Goldstein — Schedule C compensation
- Sharon Huang — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Tocqueville Asset Management — Schedule C compensation
- Withum Smith And Brown — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation