Treasurers And Ticket Sellers Local 751 Annuity Fund — Form 5500 plan (Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees)
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, Treasurers And Ticket Sellers Local 751 Annuity Fund is a benefit plan reported by Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees under EIN 13-3038303 and plan number 002. The latest loaded filing year is 2023. The filing reports 771 participants and $125,458,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees
- EIN
- 13-3038303
- Plan number
- 002
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 771
- End-of-year plan assets
- $125,458,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 771 | H, C | 20250415120810NAL0006365794001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,458,548
- Total liabilities (EOY)
- $334,986
- Net assets (EOY)
- $125,123,562
- Net assets (BOY)
- $112,363,562
Income & contributions
- Employer contributions
- $4,770,752
- Total contributions
- $4,861,067
- Total income / additions
- $24,047,598
Expenses & distributions
- Benefits paid
- $10,851,869
- Administrative expenses
- $304,432
- Total expenses
- $11,287,598
- Net increase / (decrease)
- $12,760,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $44,833 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $41,285 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | ATTORNEY | $25,162 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $19,157 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Svcs Inc | NONE | $0 | $5,066 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Segal Marco Advisors — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Segal Select Insurance Svcs Inc — Schedule C compensation