2023 Form 5500 filing — Annuity Fd Of The Electrical Industry Of Long Island
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731152812NAL0021796017001) for Annuity Fd Of The Electrical Industry Of Long Island, reported by Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li under EIN 11-6045930 and plan number 002. It reports 2,915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731152812NAL0021796017001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li
- EIN
- 11-6045930
- Plan number
- 002
- Location
- Hauppauge, NY
- Participants
- 2,915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $419,902,771
- Total liabilities (EOY)
- $223,316
- Net assets (EOY)
- $419,679,455
- Employer contributions
- $13,787,823
- Total income / additions
- $45,215,010
- Benefits paid
- $23,597,431
- Administrative expenses
- $1,225,312
- Total expenses
- $24,941,270
- Net increase / (decrease)
- $20,273,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of New York Mellon | NONE | $140,908 | $0 |
| Union Labor Life Insurance Company | NONE | $108,383 | $0 |
| Loomis Sayles Trust Company, LLC | NONE | $96,218 | not reported in the loaded dataset |
| National Investment Services | NONE | $93,963 | not reported in the loaded dataset |
| Panagora Asset Management | NONE | $93,580 | $0 |
| Segal Marco Advisors | NONE | $65,552 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $53,954 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $50,000 | not reported in the loaded dataset |
| Intech Investment Management, LLC | NONE | $43,408 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $28,600 | not reported in the loaded dataset |
| Berard & Associates, Cpa'S Pc | NONE | $5,400 | not reported in the loaded dataset |