2023 Form 5500 filing — Derrickmens Annuity Fund, Local 197
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 20241009132450NAL0009252931001) for Derrickmens Annuity Fund, Local 197, reported by Board Of Trustees Derrickmens Annuity Fund, Local 197 under EIN 51-6112621 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132450NAL0009252931001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Derrickmens Annuity Fund, Local 197
- EIN
- 51-6112621
- Plan number
- 001
- Location
- New York, NY
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,816,219
- Total liabilities (EOY)
- $315,574
- Net assets (EOY)
- $41,500,645
- Employer contributions
- $3,356,714
- Total income / additions
- $8,284,609
- Benefits paid
- $2,082,934
- Administrative expenses
- $224,075
- Total expenses
- $2,350,534
- Net increase / (decrease)
- $5,934,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri Llp | ACCOUNTANT | $60,197 | not reported in the loaded dataset |
| Congress Asset Mangement | NONE | $41,827 | not reported in the loaded dataset |
| Daniel H. Cook Associates, Inc | NONE | $24,974 | not reported in the loaded dataset |
| Wells Fargo Advisors, LLC | NONE | $22,000 | $0 |
| Colleran O'Hara & Mills, Llp | ATTORNEY | $8,993 | not reported in the loaded dataset |
| Law Office Of Steven N Davi Pllc | ATTORNEY | $8,800 | not reported in the loaded dataset |
| The Segal Co. (Eastern States), Inc | NONE | $7,500 | not reported in the loaded dataset |