2023 Form 5500 filing — Local 813 Savings And Thrift Trust 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 20241014120502NAL0014888579005) for Local 813 Savings And Thrift Trust Fund, reported by Board Of Trustees Of Local 813 Savings And Thrift Trust Fund under EIN 80-0529051 and plan number 001. It reports 1,248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120502NAL0014888579005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 813 Savings And Thrift Trust Fund
- EIN
- 80-0529051
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 1,248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,572,459
- Total liabilities (EOY)
- $32,883
- Net assets (EOY)
- $24,539,576
- Employer contributions
- $3,639,608
- Participant contributions
- $763,575
- Total income / additions
- $7,788,294
- Benefits paid
- $938,229
- Administrative expenses
- $310,184
- Total expenses
- $1,312,042
- Net increase / (decrease)
- $6,476,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $123,426 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $40,790 | not reported in the loaded dataset |
| C&S Consulting | NONE | $12,000 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $8,290 | not reported in the loaded dataset |