International Brotherhood Of Trade Unions Local 713 Annuity Fund — Form 5500 plan (Board Of Trustees Local 713 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, International Brotherhood Of Trade Unions Local 713 Annuity Fund is a benefit plan reported by Board Of Trustees Local 713 Annuity Fund under EIN 26-1908711 and plan number 001. The latest loaded filing year is 2023. The filing reports 45,290 participants and $28,708,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 713 Annuity Fund
- EIN
- 26-1908711
- Plan number
- 001
- Plan type
- 1
- Location
- Carle Place, NY
- Latest filing year
- 2023
- Participants
- 45,290
- End-of-year plan assets
- $28,708,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45,290 | H, C | 20241008170152NAL0008601299003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,708,768
- Net assets (EOY)
- $28,708,768
- Net assets (BOY)
- $22,828,959
Income & contributions
- Employer contributions
- $3,605,276
- Total contributions
- $3,605,276
- Total income / additions
- $7,931,416
Expenses & distributions
- Benefits paid
- $1,644,278
- Administrative expenses
- $407,329
- Total expenses
- $2,051,607
- Net increase / (decrease)
- $5,879,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott, LLC | NONE | $180,429 | not reported in the loaded dataset | 2023 |
| Ibotu Local 713 | SPONSORING LABOR ORGANIZA | $117,343 | not reported in the loaded dataset | 2023 |
| Daniel Cook Associates, Inc. | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $23,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 713 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Carle Place, NY
- Janney Montgomery Scott, LLC — Schedule C compensation
- Ibotu Local 713 — Schedule C compensation
- Daniel Cook Associates, Inc. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation