2023 Form 5500 filing — Treasurers And Ticket Sellers Local 751 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 20250415120810NAL0006365794001) for Treasurers And Ticket Sellers Local 751 Annuity Fund, reported by Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees under EIN 13-3038303 and plan number 002. It reports 771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415120810NAL0006365794001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees
- EIN
- 13-3038303
- Plan number
- 002
- Location
- New York, NY
- Participants
- 771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,458,548
- Total liabilities (EOY)
- $334,986
- Net assets (EOY)
- $125,123,562
- Employer contributions
- $4,770,752
- Total income / additions
- $24,047,598
- Benefits paid
- $10,851,869
- Administrative expenses
- $304,432
- Total expenses
- $11,287,598
- Net increase / (decrease)
- $12,760,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $44,833 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $41,285 | not reported in the loaded dataset |
| Spivak Lipton Llp | ATTORNEY | $25,162 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $19,157 | not reported in the loaded dataset |
| Segal Select Insurance Svcs Inc | NONE | $0 | $5,066 |