2023 Form 5500 filing — Local 445 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 20241015143052NAL0014846563003) for Local 445 Annuity Fund, reported by Local 445 Annuity Fund under EIN 14-1731806 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143052NAL0014846563003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 445 Annuity Fund
- EIN
- 14-1731806
- Plan number
- 001
- Location
- Rock Tavern, NY
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,745,600
- Total liabilities (EOY)
- $177,885
- Net assets (EOY)
- $17,567,715
- Employer contributions
- $1,246,053
- Total income / additions
- $3,667,072
- Benefits paid
- $3,653,171
- Administrative expenses
- $196,373
- Total expenses
- $3,849,544
- Net increase / (decrease)
- -$182,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates, Inc. | NONE | $24,525 | not reported in the loaded dataset |
| Mspc | NONE | $18,898 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | NONE | $18,070 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $16,883 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $11,000 | $0 |
| Stone Castle Realty | RELATED FUND | $8,562 | not reported in the loaded dataset |