Construction Workers Local 147 Annuity Fund — Form 5500 plan (Construction Workers Local 147 Annuity 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, Construction Workers Local 147 Annuity Fund is a benefit plan reported by Construction Workers Local 147 Annuity Fund under EIN 13-3161716 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $21,485,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Construction Workers Local 147 Annuity Fund
- EIN
- 13-3161716
- Plan number
- 001
- Plan type
- 1
- Location
- Hopatcong, NJ
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $21,485,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20241010105152NAL0009926643002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,485,778
- Total liabilities (EOY)
- $25,632
- Net assets (EOY)
- $21,460,146
- Net assets (BOY)
- $20,262,023
Income & contributions
- Employer contributions
- $1,095,950
- Total contributions
- $1,095,950
- Total income / additions
- $3,149,845
Expenses & distributions
- Benefits paid
- $1,807,278
- Administrative expenses
- $144,444
- Total expenses
- $1,951,722
- Net increase / (decrease)
- $1,198,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci Associated | ADMINISTRATOR | $51,910 | not reported in the loaded dataset | 2023 |
| Manning & Russo LLC | ATTORNEY | $24,000 | not reported in the loaded dataset | 2023 |
| Mspc, Cpa'S And Advisors, P.C. | AUDITORS | $18,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $14,678 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services | INVESTMENT ADVISORS | $11,115 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | INVESTMENT MANAGER | $7,387 | not reported in the loaded dataset | 2023 |
| Slc Management | INVESTMENT MANAGER | $5,445 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Construction Workers Local 147 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hopatcong, NJ
- Basil Castrovinci Associated — Schedule C compensation
- Manning & Russo LLC — Schedule C compensation
- Mspc, Cpa'S And Advisors, P.C. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Investment Consulting Services — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Slc Management — Schedule C compensation