Local 807 Labor Management Pension Fund — Form 5500 plan (Board Of Trustees Local 807 Labor- Management 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, Local 807 Labor Management Pension Fund is a benefit plan reported by Board Of Trustees Local 807 Labor- Management Pension Fund under EIN 51-6099111 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,513 participants and $120,638,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 807 Labor- Management Pension Fund
- EIN
- 51-6099111
- Plan number
- 002
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 3,513
- End-of-year plan assets
- $120,638,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,513 | H, C | 20260330132234NAL0011075313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,638,007
- Total liabilities (EOY)
- $159,585
- Net assets (EOY)
- $120,478,422
- Net assets (BOY)
- $115,588,917
Income & contributions
- Employer contributions
- $18,730,675
- Total contributions
- $18,730,675
- Total income / additions
- $31,616,747
Expenses & distributions
- Benefits paid
- $25,294,571
- Administrative expenses
- $1,432,671
- Total expenses
- $26,727,242
- Net increase / (decrease)
- $4,889,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company (Eastern States) | NONE | $226,635 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $134,547 | not reported in the loaded dataset | 2023 |
| David W. New, P.C. | NONE | $109,650 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $87,293 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $53,000 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions, Inc. | NONE | $22,895 | not reported in the loaded dataset | 2023 |
| Barksdale Investment Management | NONE | $21,745 | not reported in the loaded dataset | 2023 |
| Ducenta Squared Asset Management | NONE | $18,999 | not reported in the loaded dataset | 2023 |
| Mr Microchip Software Center Inc | NONE | $17,251 | not reported in the loaded dataset | 2023 |
| Melamud, Irina | NONE | $15,084 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $10,660 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 807 Labor- Management Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- The Segal Company (Eastern States) — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- David W. New, P.C. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Premier Technology Solutions, Inc. — Schedule C compensation
- Barksdale Investment Management — Schedule C compensation
- Ducenta Squared Asset Management — Schedule C compensation
- Mr Microchip Software Center Inc — Schedule C compensation
- Melamud, Irina — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation