New Bedford Fishermen'S Pension Fund — Form 5500 plan (Trustees Of The New Bedford Fishermen 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, New Bedford Fishermen'S Pension Fund is a benefit plan reported by Trustees Of The New Bedford Fishermen Pension Fund under EIN 22-3122225 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $16,121,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The New Bedford Fishermen Pension Fund
- EIN
- 22-3122225
- Plan number
- 001
- Plan type
- 1
- Location
- New Bedford, MA
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $16,121,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20241015232809NAL0050104208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,121,105
- Total liabilities (EOY)
- $34,044
- Net assets (EOY)
- $16,087,061
- Net assets (BOY)
- $2,910,489
Income & contributions
- Total income / additions
- $14,768,960
Expenses & distributions
- Benefits paid
- $1,377,867
- Administrative expenses
- $214,521
- Total expenses
- $1,592,388
- Net increase / (decrease)
- $13,176,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci & Associates | NONE | $45,979 | not reported in the loaded dataset | 2023 |
| Maria De Fatima Areias | EMPLOYEE | $42,476 | not reported in the loaded dataset | 2023 |
| Koldys & Kelleher,P.C. | NONE | $40,543 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $27,733 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Td Tax & Accounting | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Chimento & Webb, P.C. | NONE | $7,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The New Bedford Fishermen Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in New Bedford, MA
- Basil Castrovinci & Associates — Schedule C compensation
- Maria De Fatima Areias — Schedule C compensation
- Koldys & Kelleher,P.C. — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Td Tax & Accounting — Schedule C compensation
- Chimento & Webb, P.C. — Schedule C compensation