Local 670 Annuity Fund — Form 5500 plan (Local 670 Annuity Fund Joint Board Of Trustees)
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 670 Annuity Fund is a benefit plan reported by Local 670 Annuity Fund Joint Board Of Trustees under EIN 13-6915739 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,466 participants and $25,638,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 670 Annuity Fund Joint Board Of Trustees
- EIN
- 13-6915739
- Plan number
- 002
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,466
- End-of-year plan assets
- $25,638,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,466 | H, C | 20241013100011NAL0012381267004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,638,409
- Total liabilities (EOY)
- $302,745
- Net assets (EOY)
- $25,335,664
- Net assets (BOY)
- $22,485,722
Income & contributions
- Employer contributions
- $2,292,451
- Total contributions
- $2,292,451
- Total income / additions
- $4,874,122
Expenses & distributions
- Benefits paid
- $1,751,750
- Administrative expenses
- $272,430
- Total expenses
- $2,024,180
- Net increase / (decrease)
- $2,849,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America | NONE | $41,589 | not reported in the loaded dataset | 2023 |
| Castiglia Llp | NONE | $34,831 | not reported in the loaded dataset | 2023 |
| Rothman Rocco Laruffa Llp | NONE | $18,964 | not reported in the loaded dataset | 2023 |
| Syntonic Systems, Inc. | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $8,070 | $0 | 2023 |
| Basil Castrovinci | NONE | $7,639 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 670 Annuity Fund Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mutual Of America — Schedule C compensation
- Castiglia Llp — Schedule C compensation
- Rothman Rocco Laruffa Llp — Schedule C compensation
- Syntonic Systems, Inc. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Basil Castrovinci — Schedule C compensation
- Andco Consulting — Schedule C compensation