2023 Form 5500 filing — U.A. Local 13 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 20240918125734NAL0006296624004) for U.A. Local 13 Annuity Fund, reported by U.A. Local 13 Annuity Fund under EIN 52-1041321 and plan number 001. It reports 1,352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918125734NAL0006296624004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U.A. Local 13 Annuity Fund
- EIN
- 52-1041321
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 1,352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,315,386
- Total liabilities (EOY)
- $39,612
- Net assets (EOY)
- $181,275,774
- Employer contributions
- $7,493,958
- Participant contributions
- $2,111,619
- Total income / additions
- $34,376,971
- Benefits paid
- $12,296,255
- Administrative expenses
- $268,216
- Total expenses
- $12,801,235
- Net increase / (decrease)
- $21,575,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance & A | NONE | $395,869 | $0 |
| U.A. Local 13 Employers Grp Ins Fud | RELATED PARTY/SHARED EXP. | $143,306 | not reported in the loaded dataset |
| Asherkelly | NONE | $39,032 | not reported in the loaded dataset |
| Segal Marco Advisors, Inc. | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| U.A. Local 13 Building, Inc. | RELATED PARTY/RENT | $20,000 | not reported in the loaded dataset |
| Bonadio & Co. Llp | NONE | $19,685 | not reported in the loaded dataset |