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Form 5500 · Retirement plan · NEW YORK, NY

BOARD OF TRUSTEES LOCAL 854 PENSION BENEFIT FUND IBT

The filing calls this plan LOCAL 854 PENSION FUND.

BOARD OF TRUSTEES LOCAL 854 PENSION BENEFIT FUND IBT of NEW YORK, NY's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
NEW YORK LIFE INVESTMENT MANAGEMENT
Contract year ends
Augustas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-2159181 · plan 001 · plan year 2024, filed Jun 16, 2025

Participants at the start of the year
2,047
Contracts on file
1
Contract value
—
Plan year end
August

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NEW YORK LIFE INVESTMENT MANAGEMENT.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in August.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NEW YORK LIFE INVESTMENT MANAGEMENTAnnuity / GIC—August—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BOARD OF TRUSTEES LOCAL 854 PENSION BENEFIT FUND IBT
EIN 11-2159181
PROSKAUER ROSE LLP
SVCS REL. BENEFIT PLAN · EIN 13-1840454
$1,328,085
paid directly by the plan
SAVASTA AND COMPANY, INC.
Contract administrator · EIN 13-3879959
$152,992
paid directly by the plan
WEAVER AND TIDWELL, LLP
Accounting and audit · EIN 75-0786316
$83,535
paid directly by the plan
AMERICAN ARBITRATION ASSOCIATION
Named on Schedule C · EIN 13-0429745
$55,100
paid directly by the plan
NEPC, LLC
SVCS REL. BENEFIT PLAN · EIN 26-1429809
$50,000
paid directly by the plan
SAVASTA AND COMPANY, INC.
SVCS REL. BENEFIT PLAN · EIN 13-3879959
$47,900
paid directly by the plan
MOGILA LAW GROUP
Named on Schedule C · EIN 87-2593727
$38,400
paid directly by the plan
HARDMAN JOHNSTON GLOBAL ADVISORS
Named on Schedule C · EIN 13-3257590
$37,289
paid directly by the plan
GULFSTREAM
Named on Schedule C · EIN 76-0602416
$7,385
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$79,979,299
Paid out in benefits
$2,306,275
Participants at the start of the year
2,047

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 75-0786316
WEAVER AND TIDWELL, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$83,535

From Schedule H of this filing.

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