2023 Form 5500 filing — The Local 7 Tile Industry 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 20241015142432NAL0048383888001) for The Local 7 Tile Industry Annuity Fund, reported by Tmt Bac Local Union #7 under EIN 38-6829765 and plan number 001. It reports 3,545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142432NAL0048383888001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tmt Bac Local Union #7
- EIN
- 38-6829765
- Plan number
- 001
- Location
- New York, NY
- Participants
- 3,545
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $196,309,602
- Total liabilities (EOY)
- $446,375
- Net assets (EOY)
- $195,863,227
- Employer contributions
- $9,176,011
- Total income / additions
- $31,891,070
- Benefits paid
- $18,977,663
- Administrative expenses
- $2,345,525
- Total expenses
- $21,323,188
- Net increase / (decrease)
- $10,567,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Capital | NONE | $867,405 | not reported in the loaded dataset |
| Ullico Fund Lp | NONE | $278,578 | not reported in the loaded dataset |
| Daniel H. Cook & Associates | NONE | $258,665 | not reported in the loaded dataset |
| Prudential Retirement Inusrance | NONE | $229,807 | not reported in the loaded dataset |
| Boyd Watterson Gsa Fund, Lp | NONE | $181,426 | not reported in the loaded dataset |
| Us Real Estate Investment Fund LLC | NONE | $128,247 | not reported in the loaded dataset |
| Pkf O'Connor Davies Llp | NONE | $125,000 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $50,227 | not reported in the loaded dataset |
| Reyonlds Securities | NONE | $42,570 | not reported in the loaded dataset |
| Virgina Ambinder | NONE | $32,635 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills | NONE | $32,092 | not reported in the loaded dataset |
| Littler Mendelson Pc | NONE | $27,223 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $20,843 | not reported in the loaded dataset |