2023 Form 5500 filing — Plasterers' Local No. 8 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 20250213113836NAL0012491459004) for Plasterers' Local No. 8 Annuity Fund, reported by Trustees Of Plasterers' Local No. 8 Annuity Fund under EIN 23-6929739 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213113836NAL0012491459004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plasterers' Local No. 8 Annuity Fund
- EIN
- 23-6929739
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,924,533
- Total liabilities (EOY)
- $54,489
- Net assets (EOY)
- $16,870,044
- Employer contributions
- $1,049,583
- Total income / additions
- $2,694,606
- Benefits paid
- $1,311,407
- Administrative expenses
- $211,861
- Total expenses
- $1,523,268
- Net increase / (decrease)
- $1,171,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joe Moskauski | EMPLOYEE | $0 | $40,031 |
| Empower Annuity Insurance Company | NONE | $39,313 | $0 |
| Investment Performance Services LLC | NONE | $27,500 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $24,350 | not reported in the loaded dataset |
| Susanin, Widman, & Brennan | NONE | $13,211 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $9,168 | not reported in the loaded dataset |