2023 Form 5500 filing — Drywall Tapers 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 20241015134939NAL0029846561001) for Drywall Tapers Annuity Fund, reported by Board Of Trustees Drywall Tapers Annuity Fund under EIN 13-3539244 and plan number 001. It reports 926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134939NAL0029846561001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Drywall Tapers Annuity Fund
- EIN
- 13-3539244
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,769,560
- Total liabilities (EOY)
- $542,890
- Net assets (EOY)
- $70,226,670
- Employer contributions
- $6,081,733
- Total income / additions
- $13,324,157
- Benefits paid
- $9,236,721
- Administrative expenses
- $445,480
- Total expenses
- $9,682,201
- Net increase / (decrease)
- $3,641,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Drywall Tapers Insurance Fund | RELATED BENEFIT PLAN | $229,956 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $42,760 | not reported in the loaded dataset |
| Crescent Capital Group | NONE | $37,367 | not reported in the loaded dataset |
| Novak Francella,LLC | NONE | $32,050 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $22,000 | not reported in the loaded dataset |
| Marshall & Moss, Llp | NONE | $16,539 | not reported in the loaded dataset |
| Barnes Iaccarino & Shephered Llp | NONE | $15,000 | not reported in the loaded dataset |
| Marshall & Moss, Payroll Compliance | NONE | $12,814 | not reported in the loaded dataset |
| Segal Consulting | NONE | $7,500 | not reported in the loaded dataset |