Plan5500

2023 Form 5500 filing — Iron Workers District Council Of Western New York And Vicinity 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 20250311101507NAL0010634435004) for Iron Workers District Council Of Western New York And Vicinity Annuity Fund, reported by Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund under EIN 14-6195662 and plan number 001. It reports 1,410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250311101507NAL0010634435004
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund
EIN
14-6195662
Plan number
001
Location
Rochester, NY
Participants
1,410
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$52,022,116
Total liabilities (EOY)
$2,152,696
Net assets (EOY)
$49,869,420
Employer contributions
$3,360,558
Total income / additions
$7,305,297
Benefits paid
$3,735,126
Administrative expenses
$424,437
Total expenses
$4,159,563
Net increase / (decrease)
$3,145,734
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Manning & Napier Advisors, LLCNONE$189,442$0
Iwdc Of Wny & Vicinity Welfare FundAFFLIATED BENEFIT FUND$81,463not reported in the loaded dataset
Arcara Lenda Eusanio & Stacey CpasNONE$45,039$118
Blitman & King LlpNONE$35,620$155
Invesco Advisors, Inc.NONE$35,437$0
Segal Marco AdvisorsNONE$22,667$96
Wilmington TrustNONE$10,658$0
The Segal CompanyNONE$8,200$670

Related Form 5500 pages