Drywall Tapers Annuity Fund — Form 5500 plan (Board Of Trustees Drywall Tapers 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, Drywall Tapers Annuity Fund is a benefit plan reported by Board Of Trustees Drywall Tapers Annuity Fund under EIN 13-3539244 and plan number 001. The latest loaded filing year is 2023. The filing reports 926 participants and $70,769,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Drywall Tapers Annuity Fund
- EIN
- 13-3539244
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 926
- End-of-year plan assets
- $70,769,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 926 | H, C | 20241015134939NAL0029846561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,769,560
- Total liabilities (EOY)
- $542,890
- Net assets (EOY)
- $70,226,670
- Net assets (BOY)
- $66,584,714
Income & contributions
- Employer contributions
- $6,081,733
- Total contributions
- $6,081,733
- Total income / additions
- $13,324,157
Expenses & distributions
- Benefits paid
- $9,236,721
- Administrative expenses
- $445,480
- Total expenses
- $9,682,201
- Net increase / (decrease)
- $3,641,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Drywall Tapers Insurance Fund | RELATED BENEFIT PLAN | $229,956 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $42,760 | not reported in the loaded dataset | 2023 |
| Crescent Capital Group | NONE | $37,367 | not reported in the loaded dataset | 2023 |
| Novak Francella,LLC | NONE | $32,050 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Marshall & Moss, Llp | NONE | $16,539 | not reported in the loaded dataset | 2023 |
| Barnes Iaccarino & Shephered Llp | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Marshall & Moss, Payroll Compliance | NONE | $12,814 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Drywall Tapers Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Drywall Tapers Insurance Fund — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Crescent Capital Group — Schedule C compensation
- Novak Francella,LLC — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Marshall & Moss, Llp — Schedule C compensation
- Barnes Iaccarino & Shephered Llp — Schedule C compensation
- Marshall & Moss, Payroll Compliance — Schedule C compensation
- Segal Consulting — Schedule C compensation