2023 Form 5500 filing — Annuity Fund Of Local No. One, I. A. T. S. E.
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 20241013180130NAL0014201235001) for Annuity Fund Of Local No. One, I. A. T. S. E., reported by Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E. under EIN 13-3022965 and plan number 002. It reports 22,221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013180130NAL0014201235001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E.
- EIN
- 13-3022965
- Plan number
- 002
- Location
- New York, NY
- Participants
- 22,221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,075,101,428
- Total liabilities (EOY)
- $103,502
- Net assets (EOY)
- $1,074,997,926
- Employer contributions
- $47,182,925
- Participant contributions
- $295,904
- Total income / additions
- $181,289,360
- Benefits paid
- $60,708,616
- Administrative expenses
- $1,091,195
- Total expenses
- $62,520,977
- Net increase / (decrease)
- $118,768,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Proskauer Rose Llp | NONE | $113,625 | not reported in the loaded dataset |
| Spivak Lipton Llp | NONE | $113,519 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $78,829 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $61,457 | not reported in the loaded dataset |
| Pwc Consulting | NONE | $33,638 | not reported in the loaded dataset |
| Segal Select Insurance Services,Inc | NONE | $7,659 | $18,117 |
| Syntonic Systems Inc. | NONE | $9,396 | not reported in the loaded dataset |
| Comprehensive Consulting Solutions | NONE | $7,236 | not reported in the loaded dataset |
| Massachusetts Mutual Life Ins Co. | NONE | $0 | $0 |