Local 147 Construction Workers Asb Fund — Form 5500 plan (Local 147 Construction Workers Additional Security 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 147 Construction Workers Asb Fund is a benefit plan reported by Local 147 Construction Workers Additional Security Fund under EIN 13-3161717 and plan number 501. The latest loaded filing year is 2023. The filing reports 433 participants and $11,892,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 147 Construction Workers Additional Security Fund
- EIN
- 13-3161717
- Plan number
- 501
- Plan type
- 1
- Location
- Hopatcong, NJ
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $11,892,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241010105658NAL0009930355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,892,187
- Total liabilities (EOY)
- $26,506
- Net assets (EOY)
- $11,865,681
- Net assets (BOY)
- $10,762,018
Income & contributions
- Employer contributions
- $1,977,083
- Total contributions
- $1,977,083
- Total income / additions
- $2,852,578
Expenses & distributions
- Benefits paid
- $1,587,197
- Administrative expenses
- $161,718
- Total expenses
- $1,748,915
- Net increase / (decrease)
- $1,103,663
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci Associates | ADMINISTRATOR | $84,346 | not reported in the loaded dataset | 2023 |
| Manning And Russo, LLC | ATTORNEY | $24,000 | not reported in the loaded dataset | 2023 |
| Mspc, Cpa'S And Advisors, P.C. | AUDITORS | $20,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $13,085 | not reported in the loaded dataset | 2023 |
| Agincourt Capital Management LLC | INVESTMENT MANAGER | $8,738 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | INVESTMENT ADVISOR | $5,813 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 147 Construction Workers Additional Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hopatcong, NJ
- Basil Castrovinci Associates — Schedule C compensation
- Manning And Russo, LLC — Schedule C compensation
- Mspc, Cpa'S And Advisors, P.C. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Agincourt Capital Management LLC — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation