Local 813 Savings And Thrift Trust Fund — Form 5500 plan (Board Of Trustees Of Local 813 Savings And Thrift Trust 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, Local 813 Savings And Thrift Trust Fund is a benefit plan reported by Board Of Trustees Of Local 813 Savings And Thrift Trust Fund under EIN 80-0529051 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,248 participants and $24,572,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 813 Savings And Thrift Trust Fund
- EIN
- 80-0529051
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,248
- End-of-year plan assets
- $24,572,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,248 | H, C | 20241014120502NAL0014888579005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,572,459
- Total liabilities (EOY)
- $32,883
- Net assets (EOY)
- $24,539,576
- Net assets (BOY)
- $18,063,324
Income & contributions
- Employer contributions
- $3,639,608
- Participant contributions
- $763,575
- Total contributions
- $4,403,183
- Total income / additions
- $7,788,294
Expenses & distributions
- Benefits paid
- $938,229
- Administrative expenses
- $310,184
- Total expenses
- $1,312,042
- Net increase / (decrease)
- $6,476,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $123,426 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $40,790 | not reported in the loaded dataset | 2023 |
| C&S Consulting | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $8,290 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 813 Savings And Thrift Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Usi Consulting Group — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- C&S Consulting — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation