Local 553 Pension Fund — Form 5500 plan (Board Of Trustees Of Local 553 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 553 Pension Fund is a benefit plan reported by Board Of Trustees Of Local 553 Pension Fund under EIN 13-6637826 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,976 participants and $252,047,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 553 Pension Fund
- EIN
- 13-6637826
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,976
- End-of-year plan assets
- $252,047,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,976 | H, C | 20240903124743NAL0010564083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $252,047,022
- Total liabilities (EOY)
- $378,300
- Net assets (EOY)
- $251,668,722
- Net assets (BOY)
- $247,623,567
Income & contributions
- Employer contributions
- $5,228,910
- Total contributions
- $5,228,910
- Total income / additions
- $28,722,038
Expenses & distributions
- Benefits paid
- $22,424,046
- Administrative expenses
- $2,252,837
- Total expenses
- $24,676,883
- Net increase / (decrease)
- $4,045,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Friedman And Anspach | LEGAL COUNSEL | $390,570 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $318,779 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $204,469 | not reported in the loaded dataset | 2023 |
| Katia A. Pettinato | EMPLOYEE | $151,512 | not reported in the loaded dataset | 2023 |
| Siezert Capital Partners | NONE | $117,564 | $0 | 2023 |
| Elena Shtabel | EMPLOYEE | $106,694 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Rajpattie Sankar | EMPLOYEE | $97,954 | not reported in the loaded dataset | 2023 |
| Nelli Braginskaya | EMPLOYEE | $87,755 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $81,329 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | NONE | $68,490 | $0 | 2023 |
| Invesco National Trust Company | NONE | $54,146 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $52,346 | $0 | 2023 |
| Mr. Microchip Software Center, Inc. | NONE | $19,594 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $12,560 | $0 | 2023 |
| Segal Select Insurance Services | NONE | $8,920 | $0 | 2023 |
| Withum | NONE | $7,958 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 553 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Friedman And Anspach — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Katia A. Pettinato — Schedule C compensation
- Siezert Capital Partners — Schedule C compensation
- Elena Shtabel — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Rajpattie Sankar — Schedule C compensation
- Nelli Braginskaya — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Invesco National Trust Company — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Mr. Microchip Software Center, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Withum — Schedule C compensation