Insurance Trust Fund Private Sanitation Union Local 813 I. B. Of T. — Form 5500 plan (Board Of Trustees Insurance Trust Fund Private Sanitation Union Local)
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, Insurance Trust Fund Private Sanitation Union Local 813 I. B. Of T. is a benefit plan reported by Board Of Trustees Insurance Trust Fund Private Sanitation Union Local under EIN 13-5603868 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,227 participants and $59,657,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Insurance Trust Fund Private Sanitation Union Local
- EIN
- 13-5603868
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,227
- End-of-year plan assets
- $59,657,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,227 | H, C | 20241014103848NAL0027048801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,657,048
- Total liabilities (EOY)
- $9,289,653
- Net assets (EOY)
- $50,367,395
- Net assets (BOY)
- $46,645,371
Income & contributions
- Employer contributions
- $26,254,600
- Participant contributions
- $95,516
- Total contributions
- $26,350,116
- Total income / additions
- $31,549,755
Expenses & distributions
- Benefits paid
- $26,699,529
- Administrative expenses
- $1,128,202
- Total expenses
- $27,827,731
- Net increase / (decrease)
- $3,722,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $808,545 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $172,038 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $56,410 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc | NONE | $34,573 | $20,967 | 2023 |
| Carol A. Franklin | EMPLOYEE | $54,164 | not reported in the loaded dataset | 2023 |
| Dulce M. Garcia | EMPLOYEE | $53,232 | not reported in the loaded dataset | 2023 |
| Tocqueville Asset Management | NONE | $47,117 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates Inc. | NONE | $44,500 | not reported in the loaded dataset | 2023 |
| D.D. Services, Inc. | NONE | $41,815 | not reported in the loaded dataset | 2023 |
| Sharon Huang | EMPLOYEE | $38,985 | not reported in the loaded dataset | 2023 |
| C And S Consulting | NONE | $38,400 | not reported in the loaded dataset | 2023 |
| Jeanievett H. Larkins | EMPLOYEE | $32,519 | not reported in the loaded dataset | 2023 |
| Glenn Zarr | EMPLOYEE | $30,399 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co. | NONE | $30,078 | not reported in the loaded dataset | 2023 |
| Ma Shella Santos | EMPLOYEE | $28,781 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $13,548 | not reported in the loaded dataset | 2023 |
| Withum Smith And Brown | NONE | $8,151 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $7,741 | $0 | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $7,344 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Insurance Trust Fund Private Sanitation Union Local
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Aetna Life Insurance Company — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Optumrx, Inc — Schedule C compensation
- Carol A. Franklin — Schedule C compensation
- Dulce M. Garcia — Schedule C compensation
- Tocqueville Asset Management — Schedule C compensation
- O'Sullivan Associates Inc. — Schedule C compensation
- D.D. Services, Inc. — Schedule C compensation
- Sharon Huang — Schedule C compensation
- C And S Consulting — Schedule C compensation
- Jeanievett H. Larkins — Schedule C compensation
- Glenn Zarr — Schedule C compensation
- Western Asset Management Co. — Schedule C compensation
- Ma Shella Santos — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Withum Smith And Brown — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation