2023 Form 5500 filing — Local 338 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 20241015070216NAL0015928451005) for Local 338 Annuity Fund, reported by Board Of Trustees Local 338 Annuity Fund under EIN 27-1596066 and plan number 001. It reports 12,738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070216NAL0015928451005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 338 Annuity Fund
- EIN
- 27-1596066
- Plan number
- 001
- Location
- Mineola, NY
- Participants
- 12,738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,221,230
- Total liabilities (EOY)
- $218,987
- Net assets (EOY)
- $49,002,243
- Employer contributions
- $8,946,794
- Total income / additions
- $14,467,452
- Benefits paid
- $2,247,850
- Administrative expenses
- $628,293
- Total expenses
- $2,876,143
- Net increase / (decrease)
- $11,591,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rwdsu/Ufcw Local 338 | AFFILIATE UNION | $227,038 | not reported in the loaded dataset |
| Local 338 H&W Fund | NONE | $202,502 | not reported in the loaded dataset |
| Wright Investors Service Inc | NONE | $68,578 | $0 |
| Friedman & Anspach | NONE | $39,444 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $10,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $8,500 | not reported in the loaded dataset |