2023 Form 5500 filing — Boilermakers Local Lodge No. 5 Annuity 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 20241001091203NAL0003857667001) for Boilermakers Local Lodge No. 5 Annuity Fund, reported by Board Of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund under EIN 51-6129775 and plan number 001. It reports 745 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001091203NAL0003857667001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund
- EIN
- 51-6129775
- Plan number
- 001
- Location
- Westbury, NY
- Participants
- 745
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,839,038
- Total liabilities (EOY)
- $73,254
- Net assets (EOY)
- $52,765,784
- Employer contributions
- $3,624,991
- Total income / additions
- $9,254,823
- Benefits paid
- $2,851,810
- Administrative expenses
- $181,939
- Total expenses
- $3,077,910
- Net increase / (decrease)
- $6,176,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marshall & Moss Admin Services, Inc | NONE | $69,646 | not reported in the loaded dataset |
| Reynolds Consulting, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Gould Kobrick & Schlapp, Pc | NONE | $19,500 | not reported in the loaded dataset |
| Segal Company | NONE | $15,500 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | NONE | $9,916 | not reported in the loaded dataset |
| Marshall & Moss Payroll Compliance | NONE | $7,586 | not reported in the loaded dataset |
| Wellington Management Company Llp | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |
| Invesco Advisors, Inc | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |
| Kennedy Capital Management, Inc | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |
| Prudential Retirement Insurance And | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |
| Dodge & Cox | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |
| Vanguard Group Inc | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |