Local 553 Deferred Compensation Fund — Form 5500 plan (Board Of Trustees Of Local 553 Deferred Compensation Fund)
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 553 Deferred Compensation Fund is a benefit plan reported by Board Of Trustees Of Local 553 Deferred Compensation Fund under EIN 13-2977211 and plan number 001. The latest loaded filing year is 2023. The filing reports 517 participants and $45,835,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 553 Deferred Compensation Fund
- EIN
- 13-2977211
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $45,835,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20240903133301NAL0010579587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,835,285
- Total liabilities (EOY)
- $352,458
- Net assets (EOY)
- $45,482,827
- Net assets (BOY)
- $45,644,063
Income & contributions
- Employer contributions
- $2,528,541
- Total contributions
- $2,528,541
- Total income / additions
- $5,436,235
Expenses & distributions
- Benefits paid
- $5,154,092
- Administrative expenses
- $443,379
- Total expenses
- $5,597,471
- Net increase / (decrease)
- -$161,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Capital High Income Fund | NONE | $141,619 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $56,850 | not reported in the loaded dataset | 2023 |
| Friedman And Anspach | LEGAL COUNSEL | $32,100 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $25,000 | $0 | 2023 |
| The Segal Company (Eastern States) | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $7,711 | $0 | 2023 |
| Segal Marco Advisors | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 553 Deferred Compensation Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Crescent Capital High Income Fund — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Friedman And Anspach — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation