Asbestos Workers Local 42 Pension Fund — Form 5500 plan (Asbestos Workers Local 42 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, Asbestos Workers Local 42 Pension Fund is a benefit plan reported by Asbestos Workers Local 42 Pension Fund under EIN 51-6011235 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $36,690,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Local 42 Pension Fund
- EIN
- 51-6011235
- Plan number
- 001
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $36,690,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241014124031NAL0026165841004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,690,951
- Total liabilities (EOY)
- $83,062
- Net assets (EOY)
- $36,607,889
- Net assets (BOY)
- $35,567,221
Income & contributions
- Employer contributions
- $3,022,482
- Total contributions
- $3,022,482
- Total income / additions
- $5,740,230
Expenses & distributions
- Benefits paid
- $4,407,135
- Administrative expenses
- $292,427
- Total expenses
- $4,699,562
- Net increase / (decrease)
- $1,040,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions Inc | NONE | $64,901 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Mckeogh Company | NONE | $29,000 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $28,467 | not reported in the loaded dataset | 2023 |
| Bacheler & Company Pc | NONE | $20,945 | not reported in the loaded dataset | 2023 |
| Meranze Katz & Gaudioso Pc | NONE | $20,025 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $15,276 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank (Custodian) | NONE | $12,365 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $5,181 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $5,020 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Local 42 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith American Solutions Inc — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Mckeogh Company — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Bacheler & Company Pc — Schedule C compensation
- Meranze Katz & Gaudioso Pc — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Amalgamated Bank (Custodian) — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation