2023 Form 5500 filing — Annuity Fund Of Wardrobe Attendants Union Local 764
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 20241007154040NAL0009019027001) for Annuity Fund Of Wardrobe Attendants Union Local 764, reported by Board Of Trustees - Annuity Fund Local 764 under EIN 13-3720229 and plan number 002. It reports 3,148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007154040NAL0009019027001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Annuity Fund Local 764
- EIN
- 13-3720229
- Plan number
- 002
- Location
- New York, NY
- Participants
- 3,148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,119,807
- Total liabilities (EOY)
- $219,388
- Net assets (EOY)
- $164,900,419
- Employer contributions
- $6,611,412
- Total income / additions
- $21,819,580
- Benefits paid
- $5,461,259
- Administrative expenses
- $834,976
- Total expenses
- $6,296,235
- Net increase / (decrease)
- $15,523,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management Corp | NONE | $393,681 | $0 |
| Jp Morgan Chase Bank Na | NONE | $112,962 | not reported in the loaded dataset |
| Benefit Plans, Inc. | NONE | $109,000 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | ACCOUNTANT | $29,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $16,430 | not reported in the loaded dataset |
| Spivak Lipton Llp | ATTORNEY | $9,183 | not reported in the loaded dataset |
| Kobgo Associates, Inc. | NONE | $8,264 | not reported in the loaded dataset |
| Us Bank | NONE | $6,025 | not reported in the loaded dataset |