Northeast District Council Of The Opcmia Annuity Fund — Form 5500 plan (Northeast District Council Of The Opcmia 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, Northeast District Council Of The Opcmia Annuity Fund is a benefit plan reported by Northeast District Council Of The Opcmia Annuity Fund under EIN 13-3207195 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,125 participants and $189,829,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northeast District Council Of The Opcmia Annuity Fund
- EIN
- 13-3207195
- Plan number
- 002
- Plan type
- 1
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 2,125
- End-of-year plan assets
- $189,829,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,125 | H, C | 20241015180131NAL0050800768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,829,475
- Total liabilities (EOY)
- $13,155,937
- Net assets (EOY)
- $176,673,538
- Net assets (BOY)
- $161,030,379
Income & contributions
- Employer contributions
- $9,270,863
- Total contributions
- $9,270,863
- Total income / additions
- $32,438,903
Expenses & distributions
- Benefits paid
- $15,218,564
- Administrative expenses
- $1,577,180
- Total expenses
- $16,795,744
- Net increase / (decrease)
- $15,643,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Watterson Asset Management | NONE | $324,089 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Scvs | NONE | $114,782 | $0 | 2023 |
| Reynolds Consulting Services LLC | NONE | $58,710 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $41,223 | not reported in the loaded dataset | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $23,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northeast District Council Of The Opcmia Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Boyd Watterson Asset Management — Schedule C compensation
- John Hancock Retirement Plan Scvs — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation