2023 Form 5500 filing — Radio, Tv & Recording Arts 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 20241015223733NAL0029800353003) for Radio, Tv & Recording Arts Annuity Fund, reported by Board Of Trustees Of The Radio, Tv & Recording Arts Annuity Fund under EIN 13-3017094 and plan number 002. It reports 921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015223733NAL0029800353003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Radio, Tv & Recording Arts Annuity Fund
- EIN
- 13-3017094
- Plan number
- 002
- Location
- West Trenton, NJ
- Participants
- 921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,025,377
- Total liabilities (EOY)
- $81,443
- Net assets (EOY)
- $5,943,934
- Employer contributions
- $209,853
- Total income / additions
- $737,999
- Benefits paid
- $1,073,258
- Administrative expenses
- $221,768
- Total expenses
- $1,295,026
- Net increase / (decrease)
- -$557,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slevin & Hart, P.C. | SERVICES RELATED PLAN | $96,053 | not reported in the loaded dataset |
| Ie Schaffer & Co | SERVICES RELATED PLAN | $39,000 | not reported in the loaded dataset |
| Weaver & Tidwell, L.L.P. | SERVICES RELATED PLAN | $39,000 | not reported in the loaded dataset |
| David W. New, P.C. | SERVICES RELATED PLAN | $8,290 | not reported in the loaded dataset |
| Morgan Stanley | SERVICES RELATED PLAN | $5,000 | not reported in the loaded dataset |