Annuity Fd Of The Electrical Industry Of Long Island — Form 5500 plan (Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li)
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, Annuity Fd Of The Electrical Industry Of Long Island is a benefit plan reported by Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li under EIN 11-6045930 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,915 participants and $419,902,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li
- EIN
- 11-6045930
- Plan number
- 002
- Plan type
- 1
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 2,915
- End-of-year plan assets
- $419,902,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,915 | H, C | 20240731152812NAL0021796017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $419,902,771
- Total liabilities (EOY)
- $223,316
- Net assets (EOY)
- $419,679,455
- Net assets (BOY)
- $399,405,715
Income & contributions
- Employer contributions
- $13,787,823
- Total contributions
- $13,787,823
- Total income / additions
- $45,215,010
Expenses & distributions
- Benefits paid
- $23,597,431
- Administrative expenses
- $1,225,312
- Total expenses
- $24,941,270
- Net increase / (decrease)
- $20,273,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of New York Mellon | NONE | $140,908 | $0 | 2023 |
| Union Labor Life Insurance Company | NONE | $108,383 | $0 | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $96,218 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $93,963 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE | $93,580 | $0 | 2023 |
| Segal Marco Advisors | NONE | $65,552 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $53,954 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Intech Investment Management, LLC | NONE | $43,408 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $28,600 | not reported in the loaded dataset | 2023 |
| Berard & Associates, Cpa'S Pc | NONE | $5,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- Bank Of New York Mellon — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- National Investment Services — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Intech Investment Management, LLC — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Berard & Associates, Cpa'S Pc — Schedule C compensation