2023 Form 5500 filing — Laborers Local 235 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 20241015192922NAL0030757473002) for Laborers Local 235 Annuity Fund, reported by Board Of Trustees Local 235 Annuity Fund under EIN 13-3498896 and plan number 002. It reports 3,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192922NAL0030757473002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 235 Annuity Fund
- EIN
- 13-3498896
- Plan number
- 002
- Location
- Elmsford, NY
- Participants
- 3,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,439,135
- Total liabilities (EOY)
- $304,380
- Net assets (EOY)
- $52,134,755
- Employer contributions
- $3,750,095
- Total income / additions
- $9,298,407
- Benefits paid
- $5,241,113
- Administrative expenses
- $470,314
- Total expenses
- $5,711,427
- Net increase / (decrease)
- $3,586,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $172,154 | $0 |
| Marshall & Moss Admin Services | ACCOUNTING | $53,845 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT ADVISOR | $30,500 | not reported in the loaded dataset |
| Bank Of America | INVESTMENT CUSTODIAN | $17,116 | $0 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $14,400 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $9,900 | not reported in the loaded dataset |