2023 Form 5500 filing — Mid-Atlantic States District Council Participating Locals 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 20241011171838NAL0039626080004) for Mid-Atlantic States District Council Participating Locals Annuity Fund, reported by Mid-Atlantic States District Council Participating Locals Annuity Fund under EIN 54-1768039 and plan number 002. It reports 4,538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171838NAL0039626080004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Mid-Atlantic States District Council Participating Locals Annuity Fund
- EIN
- 54-1768039
- Plan number
- 002
- Location
- Salem, VA
- Participants
- 4,538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,228,378
- Total liabilities (EOY)
- $83,557
- Net assets (EOY)
- $128,144,821
- Employer contributions
- $11,245,786
- Total income / additions
- $29,119,815
- Benefits paid
- $8,188,696
- Administrative expenses
- $497,691
- Total expenses
- $8,686,387
- Net increase / (decrease)
- $20,433,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement, LLC | NONE | $249,277 | not reported in the loaded dataset |
| Lawrence C. Musgrove Associates Inc | NONE | $124,983 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $48,000 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $28,163 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $14,500 | not reported in the loaded dataset |