2023 Form 5500 filing — Ufcw Local 2013 Annuity Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716144417NAL0001869331001) for Ufcw Local 2013 Annuity Fund, reported by Board Of Trustees Ufcw Local 2013 Annuity Fund under EIN 11-2457157 and plan number 001. It reports 12,873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716144417NAL0001869331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ufcw Local 2013 Annuity Fund
- EIN
- 11-2457157
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 12,873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,836,259
- Total liabilities (EOY)
- $63,541
- Net assets (EOY)
- $30,772,718
- Employer contributions
- $3,145,952
- Total income / additions
- $6,438,826
- Benefits paid
- $1,793,250
- Administrative expenses
- $801,300
- Total expenses
- $2,594,550
- Net increase / (decrease)
- $3,844,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svc | NONE | $494,554 | $0 |
| Tri-State Administrators Inc | NONE | $134,745 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $48,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $20,000 | not reported in the loaded dataset |
| O'Brien Belland & Bushinsky | ATTORNEY | $10,802 | not reported in the loaded dataset |