Excavators Union Local 731 Annuity Fund — Form 5500 plan (Excavators Union Local 731 Annuity Board Of Trustees)
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, Excavators Union Local 731 Annuity Fund is a benefit plan reported by Excavators Union Local 731 Annuity Board Of Trustees under EIN 51-0136348 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,379 participants and $848,081,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excavators Union Local 731 Annuity Board Of Trustees
- EIN
- 51-0136348
- Plan number
- 001
- Plan type
- 1
- Location
- Astoria, NY
- Latest filing year
- 2023
- Participants
- 10,379
- End-of-year plan assets
- $848,081,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,379 | H, C | 20241008131514NAL0009696547002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $848,081,388
- Total liabilities (EOY)
- $535,432
- Net assets (EOY)
- $847,545,956
- Net assets (BOY)
- $770,246,487
Income & contributions
- Employer contributions
- $92,997,944
- Total contributions
- $92,997,944
- Total income / additions
- $173,276,696
Expenses & distributions
- Benefits paid
- $93,323,483
- Administrative expenses
- $2,653,744
- Total expenses
- $95,977,227
- Net increase / (decrease)
- $77,299,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $554,591 | $0 | 2023 |
| Melvin Feder | ATTORNEY | $326,520 | not reported in the loaded dataset | 2023 |
| Castiglia, Llp | AUDITOR | $239,196 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $122,641 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $107,969 | not reported in the loaded dataset | 2023 |
| Pacific Income Adv | NONE | $103,093 | not reported in the loaded dataset | 2023 |
| Reliance Trust | NONE | $22,783 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Tech | NONE | $17,528 | not reported in the loaded dataset | 2023 |
| Premier Technologies | NONE | $13,686 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $9,242 | not reported in the loaded dataset | 2023 |
| Syntonic Systems | NONE | $6,630 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excavators Union Local 731 Annuity Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Astoria, NY
- Morgan Stanley — Schedule C compensation
- Melvin Feder — Schedule C compensation
- Castiglia, Llp — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- Pacific Income Adv — Schedule C compensation
- Reliance Trust — Schedule C compensation
- The Segal Company — Schedule C compensation
- Bridgeway Benefit Tech — Schedule C compensation
- Premier Technologies — Schedule C compensation
- Ullico — Schedule C compensation
- Syntonic Systems — Schedule C compensation