How many benefit plans does Board Of Trustees Of Local 40 Annuity Fund report on Form 5500?

Board Of Trustees Of Local 40 Annuity Fund (EIN 14-1514924) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Board Of Trustees Of Local 40 Annuity Fund?

The Employer Identification Number (EIN) reported for Board Of Trustees Of Local 40 Annuity Fund is 14-1514924.

What is the latest Form 5500 filing year for Board Of Trustees Of Local 40 Annuity Fund?

The latest loaded Form 5500 filing year for Board Of Trustees Of Local 40 Annuity Fund is 2023.

Board Of Trustees Of Local 40 Annuity Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees Of Local 40 Annuity Fund (EIN 14-1514924) is a plan sponsor located in Pittsburg, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 14-1514924
Location: Pittsburg, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $16,279,496
Total reported liabilities (EOY): $352,088
Total reported net assets (EOY): $15,927,408

Contributions & income

Employer contributions: $2,121,069
Participant contributions: $86,755
Total income / additions: $3,983,594

Expenses & distributions

Benefits paid / distributions: $1,893,899
Total expenses: $2,051,435
Net increase / (decrease): $1,932,159

Coverage

Total reported participants: 345
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees Of Local 40 Annuity Fund plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Annuity Fund	002	166	$10,570,514	2023
International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Welfare Fund	501	179	$5,708,982	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Of Local 40 Annuity Fund
Year	Plan	Participants	Schedules	Filing
2023	International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Annuity Fund	166	H, C	20241011140634NAL0044546450002
2023	International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Welfare Fund	179	H, C	20241011141141NAL0011003907001