United Plant & Production Workers Local 175 Pension Fund — Form 5500 plan (Board Of Trustees Of United Plant Production Workers L175 Pension Fd)
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, United Plant & Production Workers Local 175 Pension Fund is a benefit plan reported by Board Of Trustees Of United Plant Production Workers L175 Pension Fd under EIN 20-3143185 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $101,068,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United Plant Production Workers L175 Pension Fd
- EIN
- 20-3143185
- Plan number
- 001
- Plan type
- 1
- Location
- Roslyn Heights, NY
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $101,068,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20250408134508NAL0010015859004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,068,802
- Total liabilities (EOY)
- $488,351
- Net assets (EOY)
- $100,580,451
- Net assets (BOY)
- $87,934,615
Income & contributions
- Employer contributions
- $5,329,370
- Total contributions
- $5,329,370
- Total income / additions
- $16,891,353
Expenses & distributions
- Benefits paid
- $3,428,814
- Administrative expenses
- $816,703
- Total expenses
- $4,245,517
- Net increase / (decrease)
- $12,645,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atalanta Sosnoff | NONE | $253,124 | not reported in the loaded dataset | 2023 |
| Anthony Franco | NONE | $139,118 | not reported in the loaded dataset | 2023 |
| Saj Consultants Inc | NONE | $113,910 | not reported in the loaded dataset | 2023 |
| Us Real Estate Investment Fund LLC | NONE | $93,631 | not reported in the loaded dataset | 2023 |
| Rothman Rocco & Laruffa Llp | NONE | $57,989 | not reported in the loaded dataset | 2023 |
| Jennifer Smith Pllc | NONE | $46,652 | not reported in the loaded dataset | 2023 |
| Robert Allgier Cpa | NONE | $33,285 | not reported in the loaded dataset | 2023 |
| Dickenson Group LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Michele Zunno | NONE | $29,921 | not reported in the loaded dataset | 2023 |
| Marie Mossa | NONE | $20,651 | not reported in the loaded dataset | 2023 |
| Reynolds & Reynolds | NONE | $18,630 | not reported in the loaded dataset | 2023 |
| Mario Briceno | NONE | $16,744 | not reported in the loaded dataset | 2023 |
| Anna Mottola | NONE | $14,635 | not reported in the loaded dataset | 2023 |
| Cheiron Inc. | NONE | $10,394 | not reported in the loaded dataset | 2023 |
| Chaiken & Chaiken | NONE | $9,900 | not reported in the loaded dataset | 2023 |
| Carol Nagy | NONE | $9,324 | not reported in the loaded dataset | 2023 |
| M&T Invest Serv Wilmington Trust | NONE | $6,581 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United Plant Production Workers L175 Pension Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Roslyn Heights, NY
- Atalanta Sosnoff — Schedule C compensation
- Anthony Franco — Schedule C compensation
- Saj Consultants Inc — Schedule C compensation
- Us Real Estate Investment Fund LLC — Schedule C compensation
- Rothman Rocco & Laruffa Llp — Schedule C compensation
- Jennifer Smith Pllc — Schedule C compensation
- Robert Allgier Cpa — Schedule C compensation
- Dickenson Group LLC — Schedule C compensation
- Michele Zunno — Schedule C compensation
- Marie Mossa — Schedule C compensation
- Reynolds & Reynolds — Schedule C compensation
- Mario Briceno — Schedule C compensation
- Anna Mottola — Schedule C compensation
- Cheiron Inc. — Schedule C compensation
- Chaiken & Chaiken — Schedule C compensation
- Carol Nagy — Schedule C compensation
- M&T Invest Serv Wilmington Trust — Schedule C compensation