2023 Form 5500 filing — Three Rivers 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 20241012151258NAL0041861776001) for Three Rivers Annuity Fund, reported by Board Of Trustees Three Rivers Annuity Fund under EIN 25-6148728 and plan number 001. It reports 3,335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012151258NAL0041861776001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Three Rivers Annuity Fund
- EIN
- 25-6148728
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 3,335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,164,348
- Total liabilities (EOY)
- $99,144
- Net assets (EOY)
- $199,065,204
- Employer contributions
- $7,114,154
- Total income / additions
- $36,343,064
- Benefits paid
- $14,044,572
- Administrative expenses
- $622,025
- Total expenses
- $15,083,915
- Net increase / (decrease)
- $21,259,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $319,457 | $0 |
| Global Retirement Parnters, LLC | NONE | $102,000 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $96,408 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $22,500 | not reported in the loaded dataset |
| Stephen J. Obrien & Associates LLC | NONE | $21,212 | not reported in the loaded dataset |
| Bricklayers Combined Funds, Inc. | NONE | $17,838 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $13,889 | not reported in the loaded dataset |