2023 Form 5500 filing — Stone Setters Annuity Fund Local 84
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 20241010230203NAL0021024177002) for Stone Setters Annuity Fund Local 84, reported by Board Of Trustees Of Stone Setters under EIN 13-6121379 and plan number 002. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010230203NAL0021024177002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Stone Setters
- EIN
- 13-6121379
- Plan number
- 002
- Location
- New York, NY
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,048,053
- Total liabilities (EOY)
- $187,361
- Net assets (EOY)
- $26,860,692
- Employer contributions
- $1,774,276
- Total income / additions
- $3,022,822
- Benefits paid
- $1,497,791
- Administrative expenses
- $269,607
- Total expenses
- $1,853,086
- Net increase / (decrease)
- $1,169,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Holm & Ohara Llp | UNION ATTORNEY | $53,298 | not reported in the loaded dataset |
| Gould, Kobrick, & Schlapp, P.C. | UNION ACCOUNTANT | $35,238 | not reported in the loaded dataset |
| Stone Setters Pension Fund Local 84 | RELATED BENEFIT PLAN | $27,540 | not reported in the loaded dataset |
| Daniel H. Cook Associates | NONE | $25,260 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $22,147 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $20,546 | not reported in the loaded dataset |
| Stacey Braun Associates | NONE | $18,482 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc. | NONE | $17,985 | not reported in the loaded dataset |
| Venable Llp | NONE | $12,700 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $10,996 | not reported in the loaded dataset |
| Comerica Bank | NONE | $10,857 | not reported in the loaded dataset |
| Highland Capital Management, Inc | NONE | $8,333 | not reported in the loaded dataset |