2023 Form 5500 filing — Cost Of Living Fund Of Local 274
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 20241011080201NAL0036352656003) for Cost Of Living Fund Of Local 274, reported by Cost Of Living Fund Of Local 274 under EIN 26-2611534 and plan number 501. It reports 677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011080201NAL0036352656003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cost Of Living Fund Of Local 274
- EIN
- 26-2611534
- Plan number
- 501
- Location
- Hopatcong, NJ
- Participants
- 677
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $235,382
- Total liabilities (EOY)
- $2,345
- Net assets (EOY)
- $233,037
- Employer contributions
- $226,019
- Total income / additions
- $229,681
- Benefits paid
- $195,719
- Administrative expenses
- $13,645
- Total expenses
- $209,364
- Net increase / (decrease)
- $20,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| David A. Gerson Cpa & Associates Pc | NONE | $7,000 | not reported in the loaded dataset |
| Basil Castrovinci Associates Inc | NONE | $3,389 | not reported in the loaded dataset |
| Td Bank | NONE | $2,014 | not reported in the loaded dataset |