2023 Form 5500 filing — Rochester Area Construction And Materials Teamsters 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 20241218070202NAL0006909810002) for Rochester Area Construction And Materials Teamsters Annuity Fund, reported by Rochester Area Construction And Materials Teamsters Annuity Fund under EIN 16-1455833 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218070202NAL0006909810002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Rochester Area Construction And Materials Teamsters Annuity Fund
- EIN
- 16-1455833
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,722,908
- Total liabilities (EOY)
- $37,312
- Net assets (EOY)
- $8,685,596
- Employer contributions
- $428,920
- Total income / additions
- $1,454,296
- Benefits paid
- $112,044
- Administrative expenses
- $131,341
- Total expenses
- $243,385
- Net increase / (decrease)
- $1,210,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Karpus Investments | INVESTMENT ADVISOR | $56,429 | not reported in the loaded dataset |
| Blitman & King | LEGAL COUNSEL | $23,588 | not reported in the loaded dataset |
| Stokes, Visca, Hucko & Barone, Cpas | AUDITOR | $18,100 | not reported in the loaded dataset |
| Rochester Area Cmt & H&W Fund | AFFILIATE FUND | $17,651 | not reported in the loaded dataset |
| One Digital Topco LLC | CONSULTANT | $15,000 | not reported in the loaded dataset |