2023 Form 5500 filing — International Brotherhood Of Trade Unions Local 713 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 20241008170152NAL0008601299003) for International Brotherhood Of Trade Unions Local 713 Annuity Fund, reported by Board Of Trustees Local 713 Annuity Fund under EIN 26-1908711 and plan number 001. It reports 45,290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008170152NAL0008601299003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 713 Annuity Fund
- EIN
- 26-1908711
- Plan number
- 001
- Location
- Carle Place, NY
- Participants
- 45,290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,708,768
- Net assets (EOY)
- $28,708,768
- Employer contributions
- $3,605,276
- Total income / additions
- $7,931,416
- Benefits paid
- $1,644,278
- Administrative expenses
- $407,329
- Total expenses
- $2,051,607
- Net increase / (decrease)
- $5,879,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott, LLC | NONE | $180,429 | not reported in the loaded dataset |
| Ibotu Local 713 | SPONSORING LABOR ORGANIZA | $117,343 | not reported in the loaded dataset |
| Daniel Cook Associates, Inc. | NONE | $36,000 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $23,000 | not reported in the loaded dataset |