2023 Form 5500 filing — Staff Retirement Plan Of Local 475
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 20241015193442NAL0029508161003) for Staff Retirement Plan Of Local 475, reported by Board Of Trustees Staff Retirement Plan under EIN 13-2996854 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193442NAL0029508161003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Staff Retirement Plan
- EIN
- 13-2996854
- Plan number
- 001
- Location
- Pelham, NY
- Participants
- 13
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,703,179
- Total liabilities (EOY)
- $858
- Net assets (EOY)
- $4,702,321
- Employer contributions
- $30,000
- Total income / additions
- $853,423
- Benefits paid
- $290,106
- Total expenses
- $322,937
- Net increase / (decrease)
- $530,486
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci Associates, Inc. | ACTUARIAL | $12,900 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $7,200 | not reported in the loaded dataset |