2023 Form 5500 filing — Excavators Union Local 731 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 20241008131514NAL0009696547002) for Excavators Union Local 731 Annuity Fund, reported by Excavators Union Local 731 Annuity Board Of Trustees under EIN 51-0136348 and plan number 001. It reports 10,379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131514NAL0009696547002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Excavators Union Local 731 Annuity Board Of Trustees
- EIN
- 51-0136348
- Plan number
- 001
- Location
- Astoria, NY
- Participants
- 10,379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $848,081,388
- Total liabilities (EOY)
- $535,432
- Net assets (EOY)
- $847,545,956
- Employer contributions
- $92,997,944
- Total income / additions
- $173,276,696
- Benefits paid
- $93,323,483
- Administrative expenses
- $2,653,744
- Total expenses
- $95,977,227
- Net increase / (decrease)
- $77,299,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $554,591 | $0 |
| Melvin Feder | ATTORNEY | $326,520 | not reported in the loaded dataset |
| Castiglia, Llp | AUDITOR | $239,196 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $122,641 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $107,969 | not reported in the loaded dataset |
| Pacific Income Adv | NONE | $103,093 | not reported in the loaded dataset |
| Reliance Trust | NONE | $22,783 | not reported in the loaded dataset |
| The Segal Company | NONE | $22,500 | not reported in the loaded dataset |
| Bridgeway Benefit Tech | NONE | $17,528 | not reported in the loaded dataset |
| Premier Technologies | NONE | $13,686 | not reported in the loaded dataset |
| Ullico | NONE | $9,242 | not reported in the loaded dataset |
| Syntonic Systems | NONE | $6,630 | not reported in the loaded dataset |