2023 Form 5500 filing — Masonic Hall & Asylum Employees Retirement 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 20241015130335NAL0028509617001) for Masonic Hall & Asylum Employees Retirement Fund, reported by Trustees Of The Masonic Hall & Asylum Fund under EIN 13-5563012 and plan number 001. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130335NAL0028509617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The Masonic Hall & Asylum Fund
- EIN
- 13-5563012
- Plan number
- 001
- Location
- Utica, NY
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,178,405
- Total liabilities (EOY)
- $79,916
- Net assets (EOY)
- $23,098,489
- Employer contributions
- $885,071
- Total income / additions
- $3,962,644
- Benefits paid
- $3,759,866
- Administrative expenses
- $490,165
- Total expenses
- $4,250,031
- Net increase / (decrease)
- -$287,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $75,912 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $44,670 | not reported in the loaded dataset |
| Complete Payroll Processing | NONE | $12,533 | not reported in the loaded dataset |