2023 Form 5500 filing — Cement And Concrete Workers Dc 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 20241003091209NAL0010316753001) for Cement And Concrete Workers Dc Annuity Fund, reported by Board Of Trustees Of The Cement And Concrete Workers Dc Annuity under EIN 11-2942389 and plan number 003. It reports 3,229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003091209NAL0010316753001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Cement And Concrete Workers Dc Annuity
- EIN
- 11-2942389
- Plan number
- 003
- Location
- Bayside, NY
- Participants
- 3,229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,168,877
- Total liabilities (EOY)
- $222,392
- Net assets (EOY)
- $199,946,485
- Employer contributions
- $12,268,330
- Total income / additions
- $30,271,985
- Benefits paid
- $18,632,535
- Administrative expenses
- $1,022,500
- Total expenses
- $19,655,035
- Net increase / (decrease)
- $10,616,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $115,925 | $0 |
| Reynolds Consulting Services LLC | NONE | $45,000 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $39,360 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $29,286 | not reported in the loaded dataset |
| Gorlick Kravitz & Listhaus Pc | ATTORNEY | $26,584 | not reported in the loaded dataset |