2023 Form 5500 filing — Building Services Local 2 Retirement Plan & Trust
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 20241014162930NAL0054433906001) for Building Services Local 2 Retirement Plan & Trust, reported by Building Services Local 2 under EIN 11-1820127 and plan number 001. It reports 1,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162930NAL0054433906001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Building Services Local 2
- EIN
- 11-1820127
- Plan number
- 001
- Location
- Ozone Park, NY
- Participants
- 1,015
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,503,600
- Total liabilities (EOY)
- $56,010
- Net assets (EOY)
- $8,447,590
- Employer contributions
- $322,270
- Participant contributions
- $287,014
- Total income / additions
- $1,379,874
- Benefits paid
- $597,737
- Administrative expenses
- $416,750
- Total expenses
- $1,014,487
- Net increase / (decrease)
- $365,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lydia Stuart | EMPLOYEE | $148,567 | not reported in the loaded dataset |
| Barnes, Iccarino, & Shepherd Llp | NONE | $30,000 | not reported in the loaded dataset |
| Gary Rothman Esq. | NONE | $29,528 | not reported in the loaded dataset |
| Raymond James Financial, Inc. | NONE | $28,988 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $18,500 | not reported in the loaded dataset |
| Minsky & Cottone, Cpa | NONE | $15,600 | not reported in the loaded dataset |
| Corporate Retirement Services | NONE | $15,410 | not reported in the loaded dataset |