2023 Form 5500 filing — U A Local 322 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 20250203091156NAL0006587953001) for U A Local 322 Annuity Fund, reported by United Association Local 322 Annuity Fund under EIN 22-2708962 and plan number 001. It reports 2,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203091156NAL0006587953001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Association Local 322 Annuity Fund
- EIN
- 22-2708962
- Plan number
- 001
- Location
- Hammonton, NJ
- Participants
- 2,425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,611,267
- Total liabilities (EOY)
- $48,545
- Net assets (EOY)
- $139,562,722
- Employer contributions
- $8,418,646
- Total income / additions
- $22,252,011
- Benefits paid
- $12,254,050
- Administrative expenses
- $348,739
- Total expenses
- $12,602,789
- Net increase / (decrease)
- $9,649,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Shaloo | EMPLOYEE | $73,715 | not reported in the loaded dataset |
| Ua Local 322 Health And Welfare Fd | RELATED ORG. | $58,401 | not reported in the loaded dataset |
| Patti Dubosque | EMPLOYEE | $41,248 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $34,500 | not reported in the loaded dataset |
| Pfm Asset Management LLC | NONE | $25,000 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $12,000 | not reported in the loaded dataset |
| Lindaburdy,Mccormick,Estabrook,Coop | NONE | $10,000 | not reported in the loaded dataset |