2023 Form 5500 filing — Local 210 - Affiliated 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 20241014153826NAL0027739553001) for Local 210 - Affiliated Annuity Fund, reported by Bd Of Trustees Local 210-Affiliated Annu C/0 Savasta And Company under EIN 13-2535703 and plan number 003. It reports 683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153826NAL0027739553001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Local 210-Affiliated Annu C/0 Savasta And Company
- EIN
- 13-2535703
- Plan number
- 003
- Location
- New York, NY
- Participants
- 683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,136,411
- Total liabilities (EOY)
- $41,371
- Net assets (EOY)
- $4,095,040
- Employer contributions
- $194,779
- Total income / additions
- $746,297
- Benefits paid
- $155,120
- Administrative expenses
- $148,925
- Total expenses
- $304,045
- Net increase / (decrease)
- $442,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta And Company | NONE | $42,000 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | NONE | $29,820 | not reported in the loaded dataset |
| Findley Usi | NONE | $25,993 | not reported in the loaded dataset |
| Samuel Goldstein & Co Pc | NONE | $17,571 | not reported in the loaded dataset |
| Investment Consulting Services LLC | NONE | $7,500 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $7,325 | $0 |
| Maning & Russo, LLC | NONE | $6,100 | not reported in the loaded dataset |