The Local 7 Tile Industry Annuity Fund — Form 5500 plan (Tmt Bac Local Union #7)
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, The Local 7 Tile Industry Annuity Fund is a benefit plan reported by Tmt Bac Local Union #7 under EIN 38-6829765 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,545 participants and $196,309,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tmt Bac Local Union #7
- EIN
- 38-6829765
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,545
- End-of-year plan assets
- $196,309,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,545 | H, C | 20241015142432NAL0048383888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $196,309,602
- Total liabilities (EOY)
- $446,375
- Net assets (EOY)
- $195,863,227
- Net assets (BOY)
- $185,295,345
Income & contributions
- Employer contributions
- $9,176,011
- Total contributions
- $9,176,011
- Total income / additions
- $31,891,070
Expenses & distributions
- Benefits paid
- $18,977,663
- Administrative expenses
- $2,345,525
- Total expenses
- $21,323,188
- Net increase / (decrease)
- $10,567,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Capital | NONE | $867,405 | not reported in the loaded dataset | 2023 |
| Ullico Fund Lp | NONE | $278,578 | not reported in the loaded dataset | 2023 |
| Daniel H. Cook & Associates | NONE | $258,665 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Inusrance | NONE | $229,807 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Gsa Fund, Lp | NONE | $181,426 | not reported in the loaded dataset | 2023 |
| Us Real Estate Investment Fund LLC | NONE | $128,247 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies Llp | NONE | $125,000 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $50,227 | not reported in the loaded dataset | 2023 |
| Reyonlds Securities | NONE | $42,570 | not reported in the loaded dataset | 2023 |
| Virgina Ambinder | NONE | $32,635 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills | NONE | $32,092 | not reported in the loaded dataset | 2023 |
| Littler Mendelson Pc | NONE | $27,223 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $20,843 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tmt Bac Local Union #7
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Crescent Capital — Schedule C compensation
- Ullico Fund Lp — Schedule C compensation
- Daniel H. Cook & Associates — Schedule C compensation
- Prudential Retirement Inusrance — Schedule C compensation
- Boyd Watterson Gsa Fund, Lp — Schedule C compensation
- Us Real Estate Investment Fund LLC — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Reyonlds Securities — Schedule C compensation
- Virgina Ambinder — Schedule C compensation
- Colleran, O'Hara & Mills — Schedule C compensation
- Littler Mendelson Pc — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation