2023 Form 5500 filing — Pointers, Cleaners & Caulkers 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 20250415000302NAL0002639713001) for Pointers, Cleaners & Caulkers Annuity Fund, reported by Board Of Trustees Of Pointers, under EIN 13-6533504 and plan number 002. It reports 2,933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415000302NAL0002639713001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Pointers,
- EIN
- 13-6533504
- Plan number
- 002
- Location
- Rego Park, NY
- Participants
- 2,933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,072,742
- Total liabilities (EOY)
- $444,558
- Net assets (EOY)
- $138,628,184
- Employer contributions
- $27,548,721
- Total income / additions
- $33,773,665
- Benefits paid
- $18,452,418
- Administrative expenses
- $1,273,222
- Total expenses
- $19,725,640
- Net increase / (decrease)
- $14,048,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcc Pension Fund | RELATED BENEFIT PLAN | $499,840 | not reported in the loaded dataset |
| Prudential Retirement Ins & Ann Co | NONE | $354,308 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | NONE | $349,884 | not reported in the loaded dataset |
| Quanvest Consultants | NONE | $26,811 | not reported in the loaded dataset |
| Gould, Kobrick, & Schlapp, P.C. | UNION AUDITOR | $15,000 | not reported in the loaded dataset |
| Holm & Ohara, Llp | UNION ATTORNEY | $11,167 | not reported in the loaded dataset |
| Rothberg, Straus & Contrubis Llp | EMP ASSOC ATT | $11,050 | not reported in the loaded dataset |
| The Segal Company | NONE | $5,000 | not reported in the loaded dataset |