2023 Form 5500 filing — Local 73 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 20241007151544NAL0027806288003) for Local 73 Retirement Fund, reported by Local 73 Retirement Fund under EIN 15-6016577 and plan number 001. It reports 738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007151544NAL0027806288003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 73 Retirement Fund
- EIN
- 15-6016577
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,151,686
- Total liabilities (EOY)
- $74,756
- Net assets (EOY)
- $67,076,930
- Employer contributions
- $2,799,908
- Total income / additions
- $6,006,595
- Benefits paid
- $4,802,271
- Administrative expenses
- $247,883
- Total expenses
- $5,050,154
- Net increase / (decrease)
- $956,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bonadio & Co. Llp | NONE | $40,125 | not reported in the loaded dataset |
| Strategic Capital Advisors | NONE | $33,750 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $22,000 | not reported in the loaded dataset |
| Blitman & King | NONE | $16,544 | not reported in the loaded dataset |
| National Investment Services | NONE | $16,264 | not reported in the loaded dataset |