Plan5500

Local 422 Pension Trust Fund — Form 5500 plan (Board Of Trustees Local 422 Pension Trust 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, Local 422 Pension Trust Fund is a benefit plan reported by Board Of Trustees Local 422 Pension Trust Fund under EIN 34-1907614 and plan number 001. The latest loaded filing year is 2023. The filing reports 528 participants and $16,126,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Local 422 Pension Trust Fund
EIN
34-1907614
Plan number
001
Plan type
1
Location
Cleveland, OH
Latest filing year
2023
Participants
528
End-of-year plan assets
$16,126,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023528H, C20241005110007NAL0013545553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,126,578
Total liabilities (EOY)
$0
Net assets (EOY)
$16,126,578
Net assets (BOY)
$16,290,580

Income & contributions

Total income / additions
$2,455,632

Expenses & distributions

Benefits paid
$2,458,742
Administrative expenses
$160,892
Total expenses
$2,619,634
Net increase / (decrease)
-$164,002

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Local 400 Food Terminal Welfare Fndnot reported in the loaded dataset$33,383not reported in the loaded dataset2023
The Segal Companynot reported in the loaded dataset$30,829not reported in the loaded dataset2023
Andco Consultingnot reported in the loaded dataset$21,600not reported in the loaded dataset2023
Keybank National Associationnot reported in the loaded dataset$13,256$02023

Related Form 5500 pages