Asbestos Workers Local 12a Abatement Annuity Plan — Form 5500 plan (Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan)
Plain-English plan 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, Asbestos Workers Local 12a Abatement Annuity Plan is a benefit plan reported by Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan under EIN 11-3517513 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,634 participants and $15,123,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan
- EIN
- 11-3517513
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,634
- End-of-year plan assets
- $15,123,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,634 | H, C | 20250316100302NAL0000276977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,123,110
- Total liabilities (EOY)
- $119,443
- Net assets (EOY)
- $15,003,667
- Net assets (BOY)
- $12,594,937
Income & contributions
- Employer contributions
- $1,731,898
- Total contributions
- $1,731,898
- Total income / additions
- $3,572,136
Expenses & distributions
- Benefits paid
- $837,434
- Administrative expenses
- $325,972
- Total expenses
- $1,163,406
- Net increase / (decrease)
- $2,408,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Colleran Ohara & Mills | NONE | $71,106 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $53,212 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $41,795 | not reported in the loaded dataset | 2023 |
| Dh Cook Associates | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Joseph M. Stern Associates | NONE | $36,411 | not reported in the loaded dataset | 2023 |
| Rae Consulting | NONE | $24,708 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp Pc | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Bisceglie & Associates | NONE | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Colleran Ohara & Mills — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Dh Cook Associates — Schedule C compensation
- Joseph M. Stern Associates — Schedule C compensation
- Rae Consulting — Schedule C compensation
- Gould Kobrick & Schlapp Pc — Schedule C compensation
- Bisceglie & Associates — Schedule C compensation