Allied Industries Pension Plan — Form 5500 plan (Allied Industries Pension Fund Local 427)
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, Allied Industries Pension Plan is a benefit plan reported by Allied Industries Pension Fund Local 427 under EIN 22-6195465 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $24,916,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Industries Pension Fund Local 427
- EIN
- 22-6195465
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $24,916,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20241015134434NAL0028621921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,916,408
- Total liabilities (EOY)
- $133,234
- Net assets (EOY)
- $24,783,174
- Net assets (BOY)
- $23,321,278
Income & contributions
- Employer contributions
- $202,306
- Total contributions
- $202,306
- Total income / additions
- $3,343,825
Expenses & distributions
- Benefits paid
- $1,138,490
- Administrative expenses
- $743,439
- Total expenses
- $1,881,929
- Net increase / (decrease)
- $1,461,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cohen, Weiss & Simon Llp | ATTORNEY | $338,938 | not reported in the loaded dataset | 2023 |
| Blankrome | ATTORNEY | $113,707 | not reported in the loaded dataset | 2023 |
| Day Pitney Llp | ATTORNEY | $70,483 | not reported in the loaded dataset | 2023 |
| C. S. Mckee Lp | INVESTMENT MANAGER | $49,247 | not reported in the loaded dataset | 2023 |
| Dh Cook Associates, Inc | ADMINISTRATOR | $42,000 | not reported in the loaded dataset | 2023 |
| Rogoff & Company Pc | ACCOUNTANT | $28,105 | not reported in the loaded dataset | 2023 |
| U.S. Real Estate Investment Fund, L | INVESTMENT MANAGER | $27,501 | not reported in the loaded dataset | 2023 |
| Dahab Associates Inc | INVESTMENT CONSULTANT | $12,500 | not reported in the loaded dataset | 2023 |
| Dickinson Group, LLC | ACTUARY | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Industries Pension Fund Local 427
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Cohen, Weiss & Simon Llp — Schedule C compensation
- Blankrome — Schedule C compensation
- Day Pitney Llp — Schedule C compensation
- C. S. Mckee Lp — Schedule C compensation
- Dh Cook Associates, Inc — Schedule C compensation
- Rogoff & Company Pc — Schedule C compensation
- U.S. Real Estate Investment Fund, L — Schedule C compensation
- Dahab Associates Inc — Schedule C compensation
- Dickinson Group, LLC — Schedule C compensation