Local 108 Retirement Plan — Form 5500 plan (Board Of Trustees Local 108 Retirement Plan)
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 108 Retirement Plan is a benefit plan reported by Board Of Trustees Local 108 Retirement Plan under EIN 22-6176321 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,071 participants and $28,716,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 108 Retirement Plan
- EIN
- 22-6176321
- Plan number
- 001
- Plan type
- 1
- Location
- Maplewood, NJ
- Latest filing year
- 2023
- Participants
- 1,071
- End-of-year plan assets
- $28,716,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,071 | H, C | 20241014122015NAL0026130161002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,716,657
- Total liabilities (EOY)
- $148,800
- Net assets (EOY)
- $28,567,857
- Net assets (BOY)
- $27,798,802
Income & contributions
- Total contributions
- $749,782
- Total income / additions
- $1,635,826
Expenses & distributions
- Benefits paid
- $677,664
- Administrative expenses
- $189,107
- Total expenses
- $866,771
- Net increase / (decrease)
- $769,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $30,756 | $0 | 2023 |
| Cary Kane Llp | NONE | $27,750 | not reported in the loaded dataset | 2023 |
| Rwdsu Local 108 | NONE | $26,040 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $20,616 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | NONE | $15,666 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $9,161 | not reported in the loaded dataset | 2023 |
| Md Sass Associates, Inc | NONE | $8,531 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 108 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Maplewood, NJ
- Morgan Stanley Smith Barney — Schedule C compensation
- Cary Kane Llp — Schedule C compensation
- Rwdsu Local 108 — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Md Sass Associates, Inc — Schedule C compensation