2023 Form 5500 filing — Local 553 Deferred Compensation Fund
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 20240903133301NAL0010579587001) for Local 553 Deferred Compensation Fund, reported by Board Of Trustees Of Local 553 Deferred Compensation Fund under EIN 13-2977211 and plan number 001. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903133301NAL0010579587001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 553 Deferred Compensation Fund
- EIN
- 13-2977211
- Plan number
- 001
- Location
- New York, NY
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,835,285
- Total liabilities (EOY)
- $352,458
- Net assets (EOY)
- $45,482,827
- Employer contributions
- $2,528,541
- Total income / additions
- $5,436,235
- Benefits paid
- $5,154,092
- Administrative expenses
- $443,379
- Total expenses
- $5,597,471
- Net increase / (decrease)
- -$161,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Capital High Income Fund | NONE | $141,619 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $56,850 | not reported in the loaded dataset |
| Friedman And Anspach | LEGAL COUNSEL | $32,100 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $25,000 | $0 |
| The Segal Company (Eastern States) | NONE | $24,000 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $12,000 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $7,711 | $0 |
| Segal Marco Advisors | NONE | $5,000 | not reported in the loaded dataset |