Plan5500

2023 Form 5500 filing — Local 147 Construction Workers Asb 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 20241010105658NAL0009930355001) for Local 147 Construction Workers Asb Fund, reported by Local 147 Construction Workers Additional Security Fund under EIN 13-3161717 and plan number 501. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010105658NAL0009930355001
Filing year
2023
Form type
1
Plan sponsor
Local 147 Construction Workers Additional Security Fund
EIN
13-3161717
Plan number
501
Location
Hopatcong, NJ
Participants
433
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,892,187
Total liabilities (EOY)
$26,506
Net assets (EOY)
$11,865,681
Employer contributions
$1,977,083
Total income / additions
$2,852,578
Benefits paid
$1,587,197
Administrative expenses
$161,718
Total expenses
$1,748,915
Net increase / (decrease)
$1,103,663
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Basil Castrovinci AssociatesADMINISTRATOR$84,346not reported in the loaded dataset
Manning And Russo, LLCATTORNEY$24,000not reported in the loaded dataset
Mspc, Cpa'S And Advisors, P.C.AUDITORS$20,500not reported in the loaded dataset
Amalgamated BankINVESTMENT CUSTODIAN$13,085not reported in the loaded dataset
Agincourt Capital Management LLCINVESTMENT MANAGER$8,738not reported in the loaded dataset
Investment Consulting Services, LLCINVESTMENT ADVISOR$5,813not reported in the loaded dataset

Related Form 5500 pages