Local 210'S Annuity Fund — Form 5500 plan (Local 210'S Annuity Fund C/O Savasta)
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 210'S Annuity Fund is a benefit plan reported by Local 210'S Annuity Fund C/O Savasta under EIN 13-3532443 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,941 participants and $11,647,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 210'S Annuity Fund C/O Savasta
- EIN
- 13-3532443
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,941
- End-of-year plan assets
- $11,647,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,941 | H, C | 20241014152310NAL0027698545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,647,679
- Total liabilities (EOY)
- $67,980
- Net assets (EOY)
- $11,579,699
- Net assets (BOY)
- $10,133,267
Income & contributions
- Employer contributions
- $1,419,967
- Total contributions
- $1,419,967
- Total income / additions
- $2,733,743
Expenses & distributions
- Benefits paid
- $1,109,740
- Administrative expenses
- $177,571
- Total expenses
- $1,287,311
- Net increase / (decrease)
- $1,446,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company Inc | TPA | $78,000 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company | NONE | $55,167 | not reported in the loaded dataset | 2023 |
| Samuel Goldstein & Co Pc | NONE | $17,563 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 210'S Annuity Fund C/O Savasta
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Savasta And Company Inc — Schedule C compensation
- Buchbinder Tunick & Company — Schedule C compensation
- Samuel Goldstein & Co Pc — Schedule C compensation