Plan5500

Local 2066 Pension Fund — Form 5500 plan (Joint Board Of Trustees Local 2066)

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 2066 Pension Fund is a benefit plan reported by Joint Board Of Trustees Local 2066 under EIN 22-6171510 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $3,627,118 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees Local 2066
EIN
22-6171510
Plan number
001
Plan type
1
Location
Parsippany, NJ
Latest filing year
2023
Participants
205
End-of-year plan assets
$3,627,118

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20250218090200NAL0002412067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,627,118
Total liabilities (EOY)
$9,049
Net assets (EOY)
$3,618,069
Net assets (BOY)
$3,645,388

Income & contributions

Total income / additions
$380,841

Expenses & distributions

Benefits paid
$339,835
Administrative expenses
$68,325
Total expenses
$408,160
Net increase / (decrease)
-$27,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gerson & Assoc. Cpas And AdvisorsNONE$19,000not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCNONE$17,612not reported in the loaded dataset2023
Fabian & Byrn LLCNONE$17,328not reported in the loaded dataset2023
Summit Actuarial Services LLCNONE$8,000not reported in the loaded dataset2023
Oransky, Scaraggi, Borg EsqNONE$7,950not reported in the loaded dataset2023

Related Form 5500 pages