Local 445 Annuity Fund — Form 5500 plan (Local 445 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, Local 445 Annuity Fund is a benefit plan reported by Local 445 Annuity Fund under EIN 14-1731806 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $17,745,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 445 Annuity Fund
- EIN
- 14-1731806
- Plan number
- 001
- Plan type
- 1
- Location
- Rock Tavern, NY
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $17,745,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20241015143052NAL0014846563003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,745,600
- Total liabilities (EOY)
- $177,885
- Net assets (EOY)
- $17,567,715
- Net assets (BOY)
- $17,750,187
Income & contributions
- Employer contributions
- $1,246,053
- Total contributions
- $1,246,053
- Total income / additions
- $3,667,072
Expenses & distributions
- Benefits paid
- $3,653,171
- Administrative expenses
- $196,373
- Total expenses
- $3,849,544
- Net increase / (decrease)
- -$182,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates, Inc. | NONE | $24,525 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $18,898 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | NONE | $18,070 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $16,883 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $11,000 | $0 | 2023 |
| Stone Castle Realty | RELATED FUND | $8,562 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 445 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rock Tavern, NY
- Stacey Braun Associates, Inc. — Schedule C compensation
- Mspc — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Stone Castle Realty — Schedule C compensation