Board Of Trustees Of Local Union Number 130, Annuity Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees Of Local Union Number 130, Annuity Fund (EIN 23-7062537) is a plan sponsor located in Scranton, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7062537
Location
Scranton, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,056,941
Total reported liabilities (EOY)
$68,363
Total reported net assets (EOY)
$13,988,578

Contributions & income

Employer contributions
$241,304
Total income / additions
$1,905,416

Expenses & distributions

Benefits paid / distributions
$1,780,576
Total expenses
$2,005,645
Net increase / (decrease)
-$100,229

Coverage

Total reported participants
1,563
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees Of Local Union Number 130, Annuity Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Laborers' International Union Of North America Local Union Number 130, Annuity Fund0011,563$14,056,9412023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Of Local Union Number 130, Annuity Fund
YearPlanParticipantsSchedulesFiling
2023Laborers' International Union Of North America Local Union Number 130, Annuity Fund1,563H, C20250306064955NAL0006090675001

Related Form 5500 pages