Rochester Area Construction And Materials Teamsters 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, Rochester Area Construction And Materials Teamsters Annuity Fund (EIN 16-1455833) is a plan sponsor located in Rochester, NY 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
16-1455833
Location
Rochester, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,722,908
Total reported liabilities (EOY)
$37,312
Total reported net assets (EOY)
$8,685,596

Contributions & income

Employer contributions
$428,920
Total income / additions
$1,454,296

Expenses & distributions

Benefits paid / distributions
$112,044
Total expenses
$243,385
Net increase / (decrease)
$1,210,911

Coverage

Total reported participants
268
Plans with financial statements
1
Plans with provider compensation
1

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

Rochester Area Construction And Materials Teamsters Annuity Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Rochester Area Construction And Materials Teamsters Annuity Fund001268$8,722,9082023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rochester Area Construction And Materials Teamsters Annuity Fund
YearPlanParticipantsSchedulesFiling
2023Rochester Area Construction And Materials Teamsters Annuity Fund268H, C20241218070202NAL0006909810002

Related Form 5500 pages