Local 177 Union Pension Plan — Form 5500 plan (Dept Store Drivers Warehousemen Helpers Local 177 Union)
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 177 Union Pension Plan is a benefit plan reported by Dept Store Drivers Warehousemen Helpers Local 177 Union under EIN 51-0141542 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $12,798,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dept Store Drivers Warehousemen Helpers Local 177 Union
- EIN
- 51-0141542
- Plan number
- 001
- Plan type
- 1
- Location
- Hillside, NJ
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $12,798,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241014121511NAL0013261587004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,798,246
- Total liabilities (EOY)
- $37,894
- Net assets (EOY)
- $12,760,352
- Net assets (BOY)
- $11,604,251
Income & contributions
- Employer contributions
- $636,000
- Total contributions
- $636,000
- Total income / additions
- $2,581,208
Expenses & distributions
- Benefits paid
- $1,207,132
- Administrative expenses
- $217,975
- Total expenses
- $1,425,107
- Net increase / (decrease)
- $1,156,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacy Braun Associates Inc | INVESTMENT ADVISOR | $84,642 | $0 | 2023 |
| The Segal Company | ACTUARIAL CONSULTANT | $24,270 | not reported in the loaded dataset | 2023 |
| Mspc | AUDITOR | $24,152 | not reported in the loaded dataset | 2023 |
| Bank Of America Merrill Lynch | INVESMENT CUSTODIAN | $23,959 | not reported in the loaded dataset | 2023 |
| Zazzali Fagella Nowak Kleinbaum | ATTORNEY | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dept Store Drivers Warehousemen Helpers Local 177 Union
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hillside, NJ
- Stacy Braun Associates Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mspc — Schedule C compensation
- Bank Of America Merrill Lynch — Schedule C compensation
- Zazzali Fagella Nowak Kleinbaum — Schedule C compensation