Recycling And General Industrial Union Local 108 Annuity Fund — Form 5500 plan (Board Of Trustees - Recycling And Gen. Ind. Union L 108 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, Recycling And General Industrial Union Local 108 Annuity Fund is a benefit plan reported by Board Of Trustees - Recycling And Gen. Ind. Union L 108 Annuity Fund under EIN 61-1429515 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,506 participants and $16,584,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Recycling And Gen. Ind. Union L 108 Annuity Fund
- EIN
- 61-1429515
- Plan number
- 002
- Plan type
- 1
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 3,506
- End-of-year plan assets
- $16,584,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,506 | H, C | 20241003143834NAL0009962753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,584,446
- Total liabilities (EOY)
- $221,744
- Net assets (EOY)
- $16,362,702
- Net assets (BOY)
- $14,669,813
Income & contributions
- Employer contributions
- $2,273,143
- Participant contributions
- $591,042
- Total contributions
- $2,864,185
- Total income / additions
- $3,752,275
Expenses & distributions
- Benefits paid
- $1,707,109
- Administrative expenses
- $352,277
- Total expenses
- $2,059,386
- Net increase / (decrease)
- $1,692,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services LLC | NONE | $36,956 | $0 | 2023 |
| Cohen Weiss And Simon Llp | NONE | $21,674 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | NONE | $11,048 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants Inc | NONE | $8,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Recycling And Gen. Ind. Union L 108 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Benefit Plans Admin Services LLC — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Quan-Vest Consultants Inc — Schedule C compensation