2023 Form 5500 filing — Asbestos Workers Syracuse 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 20241015142626NAL0014836931001) for Asbestos Workers Syracuse Annuity Fund, reported by Asbestos Workers Syracuse Annuity Fund under EIN 16-1298413 and plan number 002. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142626NAL0014836931001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Asbestos Workers Syracuse Annuity Fund
- EIN
- 16-1298413
- Plan number
- 002
- Location
- Liverpool, NY
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,278,513
- Total liabilities (EOY)
- $4,800
- Net assets (EOY)
- $9,273,713
- Employer contributions
- $664,986
- Total income / additions
- $1,865,916
- Benefits paid
- $845,286
- Administrative expenses
- $201,742
- Total expenses
- $1,047,028
- Net increase / (decrease)
- $818,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Investments | NONE | $129,983 | $0 |
| Blitman & King, Llp | NONE | $18,865 | not reported in the loaded dataset |
| Donna Thomas | EMPLOYEE | $17,825 | not reported in the loaded dataset |
| Dermody, Burke & Brown, Cpas, LLC | NONE | $16,850 | not reported in the loaded dataset |
| Hazard & Siegel Advisory Services, | NONE | $5,950 | not reported in the loaded dataset |