2023 Form 5500 filing — Local 670 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 20241013100011NAL0012381267004) for Local 670 Annuity Fund, reported by Local 670 Annuity Fund Joint Board Of Trustees under EIN 13-6915739 and plan number 002. It reports 2,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013100011NAL0012381267004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 670 Annuity Fund Joint Board Of Trustees
- EIN
- 13-6915739
- Plan number
- 002
- Location
- New York, NY
- Participants
- 2,466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,638,409
- Total liabilities (EOY)
- $302,745
- Net assets (EOY)
- $25,335,664
- Employer contributions
- $2,292,451
- Total income / additions
- $4,874,122
- Benefits paid
- $1,751,750
- Administrative expenses
- $272,430
- Total expenses
- $2,024,180
- Net increase / (decrease)
- $2,849,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America | NONE | $41,589 | not reported in the loaded dataset |
| Castiglia Llp | NONE | $34,831 | not reported in the loaded dataset |
| Rothman Rocco Laruffa Llp | NONE | $18,964 | not reported in the loaded dataset |
| Syntonic Systems, Inc. | NONE | $9,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $8,070 | $0 |
| Basil Castrovinci | NONE | $7,639 | not reported in the loaded dataset |
| Andco Consulting | NONE | $5,500 | not reported in the loaded dataset |