Asbestos Workers Syracuse Annuity Fund — Form 5500 plan (Asbestos Workers Syracuse 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, Asbestos Workers Syracuse Annuity Fund is a benefit plan reported by Asbestos Workers Syracuse Annuity Fund under EIN 16-1298413 and plan number 002. The latest loaded filing year is 2023. The filing reports 172 participants and $9,278,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Syracuse Annuity Fund
- EIN
- 16-1298413
- Plan number
- 002
- Plan type
- 1
- Location
- Liverpool, NY
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $9,278,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241015142626NAL0014836931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,278,513
- Total liabilities (EOY)
- $4,800
- Net assets (EOY)
- $9,273,713
- Net assets (BOY)
- $8,454,825
Income & contributions
- Employer contributions
- $664,986
- Total contributions
- $664,986
- Total income / additions
- $1,865,916
Expenses & distributions
- Benefits paid
- $845,286
- Administrative expenses
- $201,742
- Total expenses
- $1,047,028
- Net increase / (decrease)
- $818,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Investments | NONE | $129,983 | $0 | 2023 |
| Blitman & King, Llp | NONE | $18,865 | not reported in the loaded dataset | 2023 |
| Donna Thomas | EMPLOYEE | $17,825 | not reported in the loaded dataset | 2023 |
| Dermody, Burke & Brown, Cpas, LLC | NONE | $16,850 | not reported in the loaded dataset | 2023 |
| Hazard & Siegel Advisory Services, | NONE | $5,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Syracuse Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Liverpool, NY
- Principal Investments — Schedule C compensation
- Blitman & King, Llp — Schedule C compensation
- Donna Thomas — Schedule C compensation
- Dermody, Burke & Brown, Cpas, LLC — Schedule C compensation
- Hazard & Siegel Advisory Services, — Schedule C compensation