U A Local 322 Annuity Fund — Form 5500 plan (United Association Local 322 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, U A Local 322 Annuity Fund is a benefit plan reported by United Association Local 322 Annuity Fund under EIN 22-2708962 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,425 participants and $139,611,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Association Local 322 Annuity Fund
- EIN
- 22-2708962
- Plan number
- 001
- Plan type
- 1
- Location
- Hammonton, NJ
- Latest filing year
- 2023
- Participants
- 2,425
- End-of-year plan assets
- $139,611,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,425 | H, C | 20250203091156NAL0006587953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,611,267
- Total liabilities (EOY)
- $48,545
- Net assets (EOY)
- $139,562,722
- Net assets (BOY)
- $129,913,500
Income & contributions
- Employer contributions
- $8,418,646
- Total contributions
- $8,466,395
- Total income / additions
- $22,252,011
Expenses & distributions
- Benefits paid
- $12,254,050
- Administrative expenses
- $348,739
- Total expenses
- $12,602,789
- Net increase / (decrease)
- $9,649,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Shaloo | EMPLOYEE | $73,715 | not reported in the loaded dataset | 2023 |
| Ua Local 322 Health And Welfare Fd | RELATED ORG. | $58,401 | not reported in the loaded dataset | 2023 |
| Patti Dubosque | EMPLOYEE | $41,248 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Pfm Asset Management LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Lindaburdy,Mccormick,Estabrook,Coop | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Association Local 322 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hammonton, NJ
- John Shaloo — Schedule C compensation
- Ua Local 322 Health And Welfare Fd — Schedule C compensation
- Patti Dubosque — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Pfm Asset Management LLC — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Lindaburdy,Mccormick,Estabrook,Coop — Schedule C compensation