Local 210 - Affiliated Annuity Fund — Form 5500 plan (Bd Of Trustees Local 210-Affiliated Annu C/0 Savasta And Company)
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, Local 210 - Affiliated Annuity Fund is a benefit plan reported by Bd Of Trustees Local 210-Affiliated Annu C/0 Savasta And Company under EIN 13-2535703 and plan number 003. The latest loaded filing year is 2023. The filing reports 683 participants and $4,136,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Local 210-Affiliated Annu C/0 Savasta And Company
- EIN
- 13-2535703
- Plan number
- 003
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 683
- End-of-year plan assets
- $4,136,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 683 | H, C | 20241014153826NAL0027739553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,136,411
- Total liabilities (EOY)
- $41,371
- Net assets (EOY)
- $4,095,040
- Net assets (BOY)
- $3,652,788
Income & contributions
- Employer contributions
- $194,779
- Total contributions
- $194,779
- Total income / additions
- $746,297
Expenses & distributions
- Benefits paid
- $155,120
- Administrative expenses
- $148,925
- Total expenses
- $304,045
- Net increase / (decrease)
- $442,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | NONE | $29,820 | not reported in the loaded dataset | 2023 |
| Findley Usi | NONE | $25,993 | not reported in the loaded dataset | 2023 |
| Samuel Goldstein & Co Pc | NONE | $17,571 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $7,325 | $0 | 2023 |
| Maning & Russo, LLC | NONE | $6,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Local 210-Affiliated Annu C/0 Savasta And Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Savasta And Company — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Findley Usi — Schedule C compensation
- Samuel Goldstein & Co Pc — Schedule C compensation
- Investment Consulting Services LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Maning & Russo, LLC — Schedule C compensation