2023 Form 5500 filing — Glaziers & Glassworkers Local 660 Individual Account Plan
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 20241004135330NAL0006747859002) for Glaziers & Glassworkers Local 660 Individual Account Plan, reported by Glaziers & Glassworkers Local 660 Individual Account Plan under EIN 16-0921100 and plan number 002. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004135330NAL0006747859002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Glaziers & Glassworkers Local 660 Individual Account Plan
- EIN
- 16-0921100
- Plan number
- 002
- Location
- Cheektowaga, NY
- Participants
- 588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,923,813
- Total liabilities (EOY)
- $1,325
- Net assets (EOY)
- $26,922,488
- Employer contributions
- $1,396,375
- Total income / additions
- $6,089,411
- Benefits paid
- $1,857,683
- Administrative expenses
- $151,975
- Total expenses
- $2,009,658
- Net increase / (decrease)
- $4,079,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Administrative Svcs | NONE | $57,233 | $0 |
| Appollo Wealth Management, LLC | NONE | $53,048 | not reported in the loaded dataset |
| Tronconi Segarra & Associates Llp | NONE | $14,900 | not reported in the loaded dataset |
| Pdc No. 4 Health & Welfare Trust | AFFILIATE OF PLAN SPONSOR | $13,779 | not reported in the loaded dataset |