Metal Lathers Local 46 Annuity Fund — Form 5500 plan (Board Of Trustees Of Metal Lathers Local 46 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, Metal Lathers Local 46 Annuity Fund is a benefit plan reported by Board Of Trustees Of Metal Lathers Local 46 Annuity Fund under EIN 13-6179359 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,140 participants and $309,777,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Metal Lathers Local 46 Annuity Fund
- EIN
- 13-6179359
- Plan number
- 001
- Plan type
- 1
- Location
- Woodside, NY
- Latest filing year
- 2023
- Participants
- 2,140
- End-of-year plan assets
- $309,777,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,140 | H, C | 20241014090740NAL0013037859002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $309,777,203
- Total liabilities (EOY)
- $93,042
- Net assets (EOY)
- $309,684,161
- Net assets (BOY)
- $287,767,144
Income & contributions
- Employer contributions
- $12,233,927
- Total contributions
- $12,311,637
- Total income / additions
- $51,754,148
Expenses & distributions
- Benefits paid
- $27,935,356
- Administrative expenses
- $577,923
- Total expenses
- $29,837,131
- Net increase / (decrease)
- $21,917,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Prudential Insurance Co. | NONE | $95,000 | $0 | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $92,414 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $84,214 | not reported in the loaded dataset | 2023 |
| Marshall And Moss, Llp | not reported in the loaded dataset | $53,416 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Colleran O'Hara & Mills Llp | NONE | $26,028 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants Inc | not reported in the loaded dataset | $20,344 | not reported in the loaded dataset | 2023 |
| Nathan & Bernstein Cpa'S, Pc | NONE | $12,123 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Metal Lathers Local 46 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Woodside, NY
- The Prudential Insurance Co. — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Marshall And Moss, Llp — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Colleran O'Hara & Mills Llp — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Jbm Computer Consultants Inc — Schedule C compensation
- Nathan & Bernstein Cpa'S, Pc — Schedule C compensation
- The Segal Company — Schedule C compensation