Road Carriers Local 707 Pension Fund — Form 5500 plan (Board Of Trustees Of The Road Carriers Local 707 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, Road Carriers Local 707 Pension Fund is a benefit plan reported by Board Of Trustees Of The Road Carriers Local 707 Pension Fund under EIN 51-6106510 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,018 participants and $689,449,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Road Carriers Local 707 Pension Fund
- EIN
- 51-6106510
- Plan number
- 001
- Plan type
- 1
- Location
- Hempstead, NY
- Latest filing year
- 2023
- Participants
- 4,018
- End-of-year plan assets
- $689,449,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,018 | H, C | 20241114121752NAL0030346688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $689,449,827
- Total liabilities (EOY)
- $2,399,854
- Net assets (EOY)
- $687,049,973
- Net assets (BOY)
- $679,588,986
Income & contributions
- Employer contributions
- $3,301,578
- Total contributions
- $3,301,578
- Total income / additions
- $56,520,721
Expenses & distributions
- Benefits paid
- $47,060,021
- Administrative expenses
- $1,999,713
- Total expenses
- $49,059,734
- Net increase / (decrease)
- $7,460,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Road Carriers Local 707 Welfare Fd | AFFILIATED BENEFIT FUND | $291,144 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $256,414 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $138,943 | not reported in the loaded dataset | 2023 |
| Penn Mutual | NONE | $137,832 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $117,544 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $112,459 | not reported in the loaded dataset | 2023 |
| Sage Financial Group, LLC | NONE | $85,328 | not reported in the loaded dataset | 2023 |
| Morgan Lewis Bockius | NONE | $81,618 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $71,576 | not reported in the loaded dataset | 2023 |
| O'Sullivan & Associates | NONE | $69,900 | not reported in the loaded dataset | 2023 |
| Cary Kane Llp | NONE | $63,590 | not reported in the loaded dataset | 2023 |
| Prager Metis | NONE | $44,360 | not reported in the loaded dataset | 2023 |
| Fabricant & Fabricant | NONE | $0 | $21,066 | 2023 |
| Local 707, Ibt | AFFILIATED LOCAL UNION | $18,780 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Road Carriers Local 707 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hempstead, NY
- Road Carriers Local 707 Welfare Fd — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Penn Mutual — Schedule C compensation
- Pimco — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Sage Financial Group, LLC — Schedule C compensation
- Morgan Lewis Bockius — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- O'Sullivan & Associates — Schedule C compensation
- Cary Kane Llp — Schedule C compensation
- Prager Metis — Schedule C compensation
- Fabricant & Fabricant — Schedule C compensation
- Local 707, Ibt — Schedule C compensation