2023 Form 5500 filing — Northeast District Council Of The Opcmia 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 20241015180131NAL0050800768001) for Northeast District Council Of The Opcmia Annuity Fund, reported by Northeast District Council Of The Opcmia Annuity Fund under EIN 13-3207195 and plan number 002. It reports 2,125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180131NAL0050800768001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northeast District Council Of The Opcmia Annuity Fund
- EIN
- 13-3207195
- Plan number
- 002
- Location
- Bronx, NY
- Participants
- 2,125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,829,475
- Total liabilities (EOY)
- $13,155,937
- Net assets (EOY)
- $176,673,538
- Employer contributions
- $9,270,863
- Total income / additions
- $32,438,903
- Benefits paid
- $15,218,564
- Administrative expenses
- $1,577,180
- Total expenses
- $16,795,744
- Net increase / (decrease)
- $15,643,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Watterson Asset Management | NONE | $324,089 | not reported in the loaded dataset |
| John Hancock Retirement Plan Scvs | NONE | $114,782 | $0 |
| Reynolds Consulting Services LLC | NONE | $58,710 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $41,223 | not reported in the loaded dataset |
| Fitzsimmons Abrams, Llp | NONE | $23,900 | not reported in the loaded dataset |