U.A. Local 13 & Employers Group Insurance Fund — Form 5500 plan (Ua Local 13 Joint Board Of Trustees Employers Group Insurance 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, U.A. Local 13 & Employers Group Insurance Fund is a benefit plan reported by Ua Local 13 Joint Board Of Trustees Employers Group Insurance Fund under EIN 16-0766976 and plan number 501. The latest loaded filing year is 2023. The filing reports 888 participants and $63,430,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ua Local 13 Joint Board Of Trustees Employers Group Insurance Fund
- EIN
- 16-0766976
- Plan number
- 501
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 888
- End-of-year plan assets
- $63,430,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 888 | H, C | 20241004100126NAL0019433216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,430,418
- Total liabilities (EOY)
- $1,207,765
- Net assets (EOY)
- $62,222,653
- Net assets (BOY)
- $56,970,193
Income & contributions
- Employer contributions
- $13,041,947
- Participant contributions
- $14,821
- Total contributions
- $13,056,768
- Total income / additions
- $19,861,205
Expenses & distributions
- Benefits paid
- $13,421,631
- Administrative expenses
- $1,187,114
- Total expenses
- $14,608,745
- Net increase / (decrease)
- $5,252,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier, Inc. | NONE | $225,463 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $91,165 | not reported in the loaded dataset | 2023 |
| Steve Ostrander | FUND MANAGER | $90,899 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions | NONE | $90,544 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE | $75,555 | not reported in the loaded dataset | 2023 |
| Deborah Edizel | ANNUITY SPECIALIST | $60,232 | not reported in the loaded dataset | 2023 |
| Modern Adminstration Systems, LLC | NONE | $59,177 | not reported in the loaded dataset | 2023 |
| Patricia Marciano | BENEFIT SPECIALIST | $55,714 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $40,284 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $28,411 | not reported in the loaded dataset | 2023 |
| U.A. Local 13 Building, Inc. | RELATED PARTY/RENT | $20,000 | not reported in the loaded dataset | 2023 |
| Phoenix Graphics | NONE | $17,663 | not reported in the loaded dataset | 2023 |
| Foxpointe Solutions | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Pc Results Inc. | NONE | $10,679 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ua Local 13 Joint Board Of Trustees Employers Group Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Manning & Napier, Inc. — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Steve Ostrander — Schedule C compensation
- Lifetime Benefit Solutions — Schedule C compensation
- Asher Kelly — Schedule C compensation
- Deborah Edizel — Schedule C compensation
- Modern Adminstration Systems, LLC — Schedule C compensation
- Patricia Marciano — Schedule C compensation
- Bank Of America — Schedule C compensation
- Segal — Schedule C compensation
- U.A. Local 13 Building, Inc. — Schedule C compensation
- Phoenix Graphics — Schedule C compensation
- Foxpointe Solutions — Schedule C compensation
- Pc Results Inc. — Schedule C compensation