2023 Form 5500 filing — Pavers & Road Builders Dc 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 20241008104514NAL0009561859003) for Pavers & Road Builders Dc Annuity Fund, reported by Pavers & Road Builders Dc Annuity Fund under EIN 11-2629710 and plan number 082. It reports 4,556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104514NAL0009561859003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pavers & Road Builders Dc Annuity Fund
- EIN
- 11-2629710
- Plan number
- 082
- Location
- Whitestone, NY
- Participants
- 4,556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $312,776,565
- Total liabilities (EOY)
- $8,107,368
- Net assets (EOY)
- $304,669,197
- Employer contributions
- $29,804,913
- Total income / additions
- $50,048,755
- Benefits paid
- $25,964,809
- Administrative expenses
- $1,998,369
- Total expenses
- $27,963,178
- Net increase / (decrease)
- $22,085,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | ADMINISTRATOR | $207,924 | not reported in the loaded dataset |
| Wasmer, Schroeder & Co Inc. | NONE | $199,704 | not reported in the loaded dataset |
| Intercontinental | NONE | $158,950 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $125,528 | $0 |
| Stacey Braun | NONE | $112,180 | $0 |
| Merrill Lynch | NONE | $102,500 | not reported in the loaded dataset |
| Gorlick, Kravitz & Listhaus | NONE | $83,475 | not reported in the loaded dataset |
| Merrill Lynch - Santa Barbara | NONE | $81,154 | not reported in the loaded dataset |
| Lord Abbett | NONE | $80,156 | not reported in the loaded dataset |
| Castiglia Llp | NONE | $71,560 | not reported in the loaded dataset |
| Virginia & Ambinder | NONE | $57,801 | not reported in the loaded dataset |
| Pnc Bank | NONE | $44,003 | $0 |
| The Segal Company | NONE | $10,000 | not reported in the loaded dataset |