Communications Workers Local 1109 Pension Fund — Form 5500 plan (Local 1109 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, Communications Workers Local 1109 Pension Fund is a benefit plan reported by Local 1109 Pension Fund under EIN 22-6298155 and plan number 001. The latest loaded filing year is 2023. The filing reports 916 participants and $28,878,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 1109 Pension Fund
- EIN
- 22-6298155
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 916
- End-of-year plan assets
- $28,878,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 916 | H, C | 20250715111449NAL0001254739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,878,264
- Total liabilities (EOY)
- $46,544
- Net assets (EOY)
- $28,831,720
- Net assets (BOY)
- $27,819,356
Income & contributions
- Employer contributions
- $95,690
- Total contributions
- $95,690
- Total income / additions
- $4,693,328
Expenses & distributions
- Benefits paid
- $3,214,238
- Administrative expenses
- $466,726
- Total expenses
- $3,680,964
- Net increase / (decrease)
- $1,012,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | INVESTMENT ADVISORY | $100,000 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies Llp | ACCOUNTANT | $64,637 | not reported in the loaded dataset | 2023 |
| Milliman | ACTUARY | $61,579 | not reported in the loaded dataset | 2023 |
| Paychex | NONE | $30,195 | not reported in the loaded dataset | 2023 |
| Weissman & Mintz | ATTORNEY | $22,287 | not reported in the loaded dataset | 2023 |
| Syntonic Systems, Inc | NONE | $16,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 1109 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Segal Marco Advisors — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation
- Milliman — Schedule C compensation
- Paychex — Schedule C compensation
- Weissman & Mintz — Schedule C compensation
- Syntonic Systems, Inc — Schedule C compensation