2023 Form 5500 filing — U.A. Local 13 & Employers Group Insurance 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 20241004100126NAL0019433216001) for U.A. Local 13 & Employers Group Insurance Fund, reported by Ua Local 13 Joint Board Of Trustees Employers Group Insurance Fund under EIN 16-0766976 and plan number 501. It reports 888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100126NAL0019433216001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ua Local 13 Joint Board Of Trustees Employers Group Insurance Fund
- EIN
- 16-0766976
- Plan number
- 501
- Location
- Rochester, NY
- Participants
- 888
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,430,418
- Total liabilities (EOY)
- $1,207,765
- Net assets (EOY)
- $62,222,653
- Employer contributions
- $13,041,947
- Participant contributions
- $14,821
- Total income / additions
- $19,861,205
- Benefits paid
- $13,421,631
- Administrative expenses
- $1,187,114
- Total expenses
- $14,608,745
- Net increase / (decrease)
- $5,252,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier, Inc. | NONE | $225,463 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $91,165 | not reported in the loaded dataset |
| Steve Ostrander | FUND MANAGER | $90,899 | not reported in the loaded dataset |
| Lifetime Benefit Solutions | NONE | $90,544 | not reported in the loaded dataset |
| Asher Kelly | NONE | $75,555 | not reported in the loaded dataset |
| Deborah Edizel | ANNUITY SPECIALIST | $60,232 | not reported in the loaded dataset |
| Modern Adminstration Systems, LLC | NONE | $59,177 | not reported in the loaded dataset |
| Patricia Marciano | BENEFIT SPECIALIST | $55,714 | not reported in the loaded dataset |
| Bank Of America | NONE | $40,284 | not reported in the loaded dataset |
| Segal | NONE | $28,411 | not reported in the loaded dataset |
| U.A. Local 13 Building, Inc. | RELATED PARTY/RENT | $20,000 | not reported in the loaded dataset |
| Phoenix Graphics | NONE | $17,663 | not reported in the loaded dataset |
| Foxpointe Solutions | NONE | $13,500 | not reported in the loaded dataset |
| Pc Results Inc. | NONE | $10,679 | not reported in the loaded dataset |