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Local 840 I. B. of T. Pension Fund

Pension Plan

on behalf of Board of Trustees of Local 840 IBT Pension Fund


Brooklyn, NY 11234
Phone: (718) 859-1624
Associated EIN: 136304568

Local 840 I. B. of T. Pension Fund is a Pension Plan sponsored by Board of Trustees of Local 840 IBT Pension Fund. It is located in Brooklyn, NY.

Local 840 I. B. of T. Pension Fund has a $5,931,000 portfolio that is mostly invested in Fixed Income as of 2008-12-31. Its portfolio has $665,000 in annual income, the majority of which is from Contributions. Its expenses total $2,189,000 annually. Its largest expense is Capital Losses. Local 840 I. B. of T. Pension Fund's portfolio liabilities total $21,000 and are mostly Short Term.

ContactRolePhone
Cata,ct 1Sponsor(718) 859-1624

Institutional Portfolio Assets (000):5,931
Managed Accounts2,644
Fixed Income3,176
Equities-
Loans & Leases-
Real Estate-
Other Investments-
Derivatives-
Cash111
Commodities-
Portfolio Liabilities (000):21
Short Term21
Long Term-
Other-
Portfolio Income (000):665
Other-
Loans & Leases-
Interest134
Contributions531
Dividends-
Capital Gains-
Portfolio Expenses (000):2,189
Other-
Capital Losses1,593
Fees173
Interest-
Distributions423
Qualified Client
Accredited Investor
Qualified Purchaser
Qualified Institutional Buyer
Allocation:45/54/2
Leverage ratio:2:591
Investment yield:2.26%
New capital yield:-25.7%
Tax status:tax-exempt
Notes
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Accurate as of: 2008-12-31. Some financial data represents an annualized extrapolation from periodic reporting.
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