2023 Form 5500 filing — Division A 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 20241015141021NAL0029922193004) for Division A Annuity Fund, reported by Board Of Trustees Of Division A Annuity Fund under EIN 56-2290624 and plan number 001. It reports 1,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141021NAL0029922193004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Division A Annuity Fund
- EIN
- 56-2290624
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,566,038
- Total liabilities (EOY)
- $28,362
- Net assets (EOY)
- $9,537,676
- Employer contributions
- $173,333
- Participant contributions
- $735,768
- Total income / additions
- $2,058,925
- Benefits paid
- $439,802
- Administrative expenses
- $161,968
- Total expenses
- $601,770
- Net increase / (decrease)
- $1,457,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $67,924 | $0 |
| Stadion Money Management Inc | NONE | $44,324 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $43,920 | not reported in the loaded dataset |
| Segal Marco Advisors, Inc. | NONE | $20,000 | not reported in the loaded dataset |
| Division A Pension Fund | AFFILIATED BENEFIT FUND | $10,819 | not reported in the loaded dataset |
| Pitta Llp | NONE | $8,174 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $5,280 | not reported in the loaded dataset |