2023 Form 5500 filing — Recycling And General Industrial Union Local 108 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 20241003143834NAL0009962753001) for Recycling And General Industrial Union Local 108 Annuity Fund, reported by Board Of Trustees - Recycling And Gen. Ind. Union L 108 Annuity Fund under EIN 61-1429515 and plan number 002. It reports 3,506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003143834NAL0009962753001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Recycling And Gen. Ind. Union L 108 Annuity Fund
- EIN
- 61-1429515
- Plan number
- 002
- Location
- Iselin, NJ
- Participants
- 3,506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,584,446
- Total liabilities (EOY)
- $221,744
- Net assets (EOY)
- $16,362,702
- Employer contributions
- $2,273,143
- Participant contributions
- $591,042
- Total income / additions
- $3,752,275
- Benefits paid
- $1,707,109
- Administrative expenses
- $352,277
- Total expenses
- $2,059,386
- Net increase / (decrease)
- $1,692,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services LLC | NONE | $36,956 | $0 |
| Cohen Weiss And Simon Llp | NONE | $21,674 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $16,000 | not reported in the loaded dataset |
| Tpa Corporation | NONE | $11,048 | not reported in the loaded dataset |
| Quan-Vest Consultants Inc | NONE | $8,090 | not reported in the loaded dataset |