2023 Form 5500 filing — I.A.H.F.I.A.W. Local No. 32 - 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 20241015165747NAL0029183985001) for I.A.H.F.I.A.W. Local No. 32 - Annuity Fund, reported by Board Of Trustees I.A.H.F.I.A.W. Local No. 32 - Annuity Fund under EIN 22-2410262 and plan number 001. It reports 659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165747NAL0029183985001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.A.H.F.I.A.W. Local No. 32 - Annuity Fund
- EIN
- 22-2410262
- Plan number
- 001
- Location
- Hopatcong, NJ
- Participants
- 659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,010,691
- Total liabilities (EOY)
- $20,589
- Net assets (EOY)
- $50,990,102
- Employer contributions
- $2,646,647
- Total income / additions
- $7,594,147
- Benefits paid
- $2,643,402
- Administrative expenses
- $154,910
- Total expenses
- $2,798,312
- Net increase / (decrease)
- $4,795,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci & Associates, Inc | RETAINED BY EMPLOYER | $68,402 | not reported in the loaded dataset |
| Mets Schiro And Mcgovern | RETAINED BY EMPLOYER | $31,359 | not reported in the loaded dataset |
| Rbc Wealth Management | RETAINED BY EMPLOYER | $23,172 | not reported in the loaded dataset |
| Mspc, Cpa'S And Advisors, P.C. | RETAINED BY EMPLOYER | $17,775 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $0 | $0 |