Graphic Arts Local 62b Industry Pension Plan — Form 5500 plan (Trustees,Graphic Arts 62b 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, Graphic Arts Local 62b Industry Pension Plan is a benefit plan reported by Trustees,Graphic Arts 62b Pension Fund under EIN 22-1689801 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $8,464,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees,Graphic Arts 62b Pension Fund
- EIN
- 22-1689801
- Plan number
- 001
- Plan type
- 1
- Location
- W. Caldwell, NJ
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $8,464,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20250111124507NAL0015665281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,464,697
- Total liabilities (EOY)
- $166,108
- Net assets (EOY)
- $8,298,589
- Net assets (BOY)
- $7,454,784
Income & contributions
- Employer contributions
- $125,672
- Total contributions
- $125,672
- Total income / additions
- $1,751,754
Expenses & distributions
- Benefits paid
- $790,098
- Administrative expenses
- $117,851
- Total expenses
- $907,949
- Net increase / (decrease)
- $843,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atalanta Sosnoff Capital LLC | NONE | $28,655 | $0 | 2023 |
| Gciu Local 612m | UNION PARTY IN INTEREST | $17,296 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $13,501 | $0 | 2023 |
| Summit Actuarial Services | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi & Borg P.C. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Gerson & Associates | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Wasilewski & Keating Pc | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees,Graphic Arts 62b Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in W. Caldwell, NJ
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Gciu Local 612m — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation
- Oransky Scaraggi & Borg P.C. — Schedule C compensation
- Gerson & Associates — Schedule C compensation
- Wasilewski & Keating Pc — Schedule C compensation