2023 Form 5500 filing — Local 812 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 20241010172609NAL0011780307004) for Local 812 Annuity Fund, reported by Board Of Trustees Local 812 Annuity Fund under EIN 87-4819968 and plan number 001. It reports 2,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010172609NAL0011780307004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 812 Annuity Fund
- EIN
- 87-4819968
- Plan number
- 001
- Location
- Great Neck, NY
- Participants
- 2,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,701,638
- Total liabilities (EOY)
- $83,795
- Net assets (EOY)
- $21,617,843
- Employer contributions
- $8,608,589
- Participant contributions
- $478,977
- Total income / additions
- $11,916,367
- Benefits paid
- $688,120
- Administrative expenses
- $472,138
- Total expenses
- $1,160,258
- Net increase / (decrease)
- $10,756,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement, LLC | NONE | $159,127 | not reported in the loaded dataset |
| Marshall And Moss, Llp | NONE | $90,000 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $62,917 | not reported in the loaded dataset |
| Cary Kane, Llp | NONE | $61,656 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $28,384 | not reported in the loaded dataset |