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, Annual Benefit Fund Local 702 is a benefit plan reported by Trustees Of Annual Benefit Fund Local 702 under EIN 37-1039499 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,444 participants and $3,152,708 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,152,708
- Total liabilities (EOY)
- $56,360
- Net assets (EOY)
- $3,096,348
- Net assets (BOY)
- $2,760,768
Income & contributions
- Participant contributions
- $7,093,206
- Total contributions
- $7,093,206
- Total income / additions
- $7,208,128
Expenses & distributions
- Benefits paid
- $6,852,865
- Administrative expenses
- $19,683
- Total expenses
- $6,872,548
- Net increase / (decrease)
- $335,580