2023 Form 5500 filing — Construction Workers Local 147 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 20241010105152NAL0009926643002) for Construction Workers Local 147 Annuity Fund, reported by Construction Workers Local 147 Annuity Fund under EIN 13-3161716 and plan number 001. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105152NAL0009926643002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Construction Workers Local 147 Annuity Fund
- EIN
- 13-3161716
- Plan number
- 001
- Location
- Hopatcong, NJ
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,485,778
- Total liabilities (EOY)
- $25,632
- Net assets (EOY)
- $21,460,146
- Employer contributions
- $1,095,950
- Total income / additions
- $3,149,845
- Benefits paid
- $1,807,278
- Administrative expenses
- $144,444
- Total expenses
- $1,951,722
- Net increase / (decrease)
- $1,198,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci Associated | ADMINISTRATOR | $51,910 | not reported in the loaded dataset |
| Manning & Russo LLC | ATTORNEY | $24,000 | not reported in the loaded dataset |
| Mspc, Cpa'S And Advisors, P.C. | AUDITORS | $18,500 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $14,678 | not reported in the loaded dataset |
| Investment Consulting Services | INVESTMENT ADVISORS | $11,115 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | INVESTMENT MANAGER | $7,387 | not reported in the loaded dataset |
| Slc Management | INVESTMENT MANAGER | $5,445 | not reported in the loaded dataset |