2023 Form 5500 filing — Local 8a-28a 401(K) Retirement 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 20240911214233NAL0007657601001) for Local 8a-28a 401(K) Retirement Fund, reported by Board Of Trustees Local 8a-28a 401(K) under EIN 13-5652917 and plan number 001. It reports 1,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911214233NAL0007657601001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 8a-28a 401(K)
- EIN
- 13-5652917
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 1,056
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,602,392
- Total liabilities (EOY)
- $724,793
- Net assets (EOY)
- $56,877,599
- Employer contributions
- $2,843,353
- Participant contributions
- $1,112,458
- Total income / additions
- $8,687,725
- Benefits paid
- $3,526,938
- Administrative expenses
- $452,802
- Total expenses
- $4,114,852
- Net increase / (decrease)
- $4,572,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Srvcs | NONE | $326,567 | not reported in the loaded dataset |
| Local 8a-28a Welfare Fund | RELATED ORGANIZATION | $102,588 | not reported in the loaded dataset |
| Carolyn Silva | EMPLOYEE | $78,120 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $33,400 | not reported in the loaded dataset |
| Joseph Ramaglia | EMPLOYEE | $29,827 | not reported in the loaded dataset |
| Reynolds Consulting | NONE | $28,580 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | NONE | $24,732 | not reported in the loaded dataset |
| Pitta & Giblin Llp | NONE | $21,000 | not reported in the loaded dataset |
| Marshall & Moss Payroll Compliance | NONE | $19,656 | not reported in the loaded dataset |
| Marshall & Moss Llp | NONE | $11,100 | not reported in the loaded dataset |