2023 Form 5500 filing — Mosaic & Terrazzo Workers' 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 20241009074252NAL0032144736001) for Mosaic & Terrazzo Workers' Annuity Fund, reported by The Board Of Trustees Of The Mosaic Terrazzo Workers Annuity Fund under EIN 11-3454940 and plan number 001. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009074252NAL0032144736001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Mosaic Terrazzo Workers Annuity Fund
- EIN
- 11-3454940
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,689,177
- Total liabilities (EOY)
- $53,918
- Net assets (EOY)
- $31,635,259
- Employer contributions
- $3,826,953
- Total income / additions
- $5,377,445
- Benefits paid
- $3,372,841
- Administrative expenses
- $237,651
- Total expenses
- $3,713,228
- Net increase / (decrease)
- $1,664,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invesco Trust Company | NONE | $42,682 | $0 |
| Chevy Chase Trust Company | NONE | $28,543 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc | NONE | $18,648 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $15,800 | not reported in the loaded dataset |
| Basil Castrovinci Associates Inc. | NONE | $7,346 | not reported in the loaded dataset |
| Gorlick, Kravitz & Listhaus P.C. | NONE | $7,040 | not reported in the loaded dataset |
| Littler Mendelson Pc | NONE | $6,733 | not reported in the loaded dataset |