Boilermakers Local Lodge No. 5 Annuity Fund — Form 5500 plan (Board Of Trustees-Boilermakers Local Lodge No. 5 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, Boilermakers Local Lodge No. 5 Annuity Fund is a benefit plan reported by Board Of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund under EIN 51-6129775 and plan number 001. The latest loaded filing year is 2023. The filing reports 745 participants and $52,839,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund
- EIN
- 51-6129775
- Plan number
- 001
- Plan type
- 1
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 745
- End-of-year plan assets
- $52,839,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 745 | H, C | 20241001091203NAL0003857667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,839,038
- Total liabilities (EOY)
- $73,254
- Net assets (EOY)
- $52,765,784
- Net assets (BOY)
- $46,588,871
Income & contributions
- Employer contributions
- $3,624,991
- Total contributions
- $3,624,991
- Total income / additions
- $9,254,823
Expenses & distributions
- Benefits paid
- $2,851,810
- Administrative expenses
- $181,939
- Total expenses
- $3,077,910
- Net increase / (decrease)
- $6,176,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marshall & Moss Admin Services, Inc | NONE | $69,646 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp, Pc | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | NONE | $9,916 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Payroll Compliance | NONE | $7,586 | not reported in the loaded dataset | 2023 |
| Wellington Management Company Llp | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Invesco Advisors, Inc | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Kennedy Capital Management, Inc | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Dodge & Cox | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Marshall & Moss Admin Services, Inc — Schedule C compensation
- Reynolds Consulting, LLC — Schedule C compensation
- Gould Kobrick & Schlapp, Pc — Schedule C compensation
- Segal Company — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Marshall & Moss Payroll Compliance — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- Invesco Advisors, Inc — Schedule C compensation
- Kennedy Capital Management, Inc — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation