2023 Form 5500 filing — United Plant & Production Workers L175 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 20250408134508NAL0010015859001) for United Plant & Production Workers L175 Annuity Fund, reported by Board Of Trustees Of United Plant Production Workers L175 Annuity Fd under EIN 20-3143138 and plan number 050. It reports 1,573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408134508NAL0010015859001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United Plant Production Workers L175 Annuity Fd
- EIN
- 20-3143138
- Plan number
- 050
- Location
- Roslyn Heights, NY
- Participants
- 1,573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,813,403
- Total liabilities (EOY)
- $28,309
- Net assets (EOY)
- $33,785,094
- Employer contributions
- $4,195,370
- Total income / additions
- $5,940,230
- Benefits paid
- $3,014,696
- Administrative expenses
- $275,454
- Total expenses
- $3,290,359
- Net increase / (decrease)
- $2,649,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothman Rocco & Laruffa Llp | NONE | $42,955 | not reported in the loaded dataset |
| Us Real Estate Investment Fund LLC | NONE | $42,757 | not reported in the loaded dataset |
| Anthony Franco | NONE | $23,186 | not reported in the loaded dataset |
| Reynolds & Reynolds | NONE | $20,700 | not reported in the loaded dataset |
| Anna Mottola | NONE | $14,635 | not reported in the loaded dataset |
| Robert Allgier Cpa | NONE | $13,500 | not reported in the loaded dataset |
| Marie Mossa | NONE | $10,325 | not reported in the loaded dataset |
| Michele Zunno | NONE | $9,974 | not reported in the loaded dataset |
| Chaiken & Chaiken | NONE | $9,900 | not reported in the loaded dataset |
| Mario Briceno | NONE | $8,372 | not reported in the loaded dataset |
| Dickenson Group | NONE | $8,125 | not reported in the loaded dataset |
| Cheiron Inc | NONE | $7,699 | not reported in the loaded dataset |