2023 Form 5500 filing — Insurance Trust Fund Private Sanitation Union Local 813 I. B. Of T.
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 20241014103848NAL0027048801001) for Insurance Trust Fund Private Sanitation Union Local 813 I. B. Of T., reported by Board Of Trustees Insurance Trust Fund Private Sanitation Union Local under EIN 13-5603868 and plan number 501. It reports 1,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103848NAL0027048801001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Insurance Trust Fund Private Sanitation Union Local
- EIN
- 13-5603868
- Plan number
- 501
- Location
- Long Island City, NY
- Participants
- 1,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,657,048
- Total liabilities (EOY)
- $9,289,653
- Net assets (EOY)
- $50,367,395
- Employer contributions
- $26,254,600
- Participant contributions
- $95,516
- Total income / additions
- $31,549,755
- Benefits paid
- $26,699,529
- Administrative expenses
- $1,128,202
- Total expenses
- $27,827,731
- Net increase / (decrease)
- $3,722,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $808,545 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $172,038 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $56,410 | not reported in the loaded dataset |
| Optumrx, Inc | NONE | $34,573 | $20,967 |
| Carol A. Franklin | EMPLOYEE | $54,164 | not reported in the loaded dataset |
| Dulce M. Garcia | EMPLOYEE | $53,232 | not reported in the loaded dataset |
| Tocqueville Asset Management | NONE | $47,117 | not reported in the loaded dataset |
| O'Sullivan Associates Inc. | NONE | $44,500 | not reported in the loaded dataset |
| D.D. Services, Inc. | NONE | $41,815 | not reported in the loaded dataset |
| Sharon Huang | EMPLOYEE | $38,985 | not reported in the loaded dataset |
| C And S Consulting | NONE | $38,400 | not reported in the loaded dataset |
| Jeanievett H. Larkins | EMPLOYEE | $32,519 | not reported in the loaded dataset |
| Glenn Zarr | EMPLOYEE | $30,399 | not reported in the loaded dataset |
| Western Asset Management Co. | NONE | $30,078 | not reported in the loaded dataset |
| Ma Shella Santos | EMPLOYEE | $28,781 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $13,548 | not reported in the loaded dataset |
| Withum Smith And Brown | NONE | $8,151 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $7,741 | $0 |
| Quan-Vest Consultants, Inc. | NONE | $7,344 | not reported in the loaded dataset |