2023 Form 5500 filing — Asbestos Workers Local 12a Abatement Annuity Plan
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 20250316100302NAL0000276977001) for Asbestos Workers Local 12a Abatement Annuity Plan, reported by Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan under EIN 11-3517513 and plan number 001. It reports 1,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250316100302NAL0000276977001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Asbestos Workers Local 12a Abatement Annuity Plan
- EIN
- 11-3517513
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,123,110
- Total liabilities (EOY)
- $119,443
- Net assets (EOY)
- $15,003,667
- Employer contributions
- $1,731,898
- Total income / additions
- $3,572,136
- Benefits paid
- $837,434
- Administrative expenses
- $325,972
- Total expenses
- $1,163,406
- Net increase / (decrease)
- $2,408,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Colleran Ohara & Mills | NONE | $71,106 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $53,212 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $41,795 | not reported in the loaded dataset |
| Dh Cook Associates | NONE | $39,000 | not reported in the loaded dataset |
| Joseph M. Stern Associates | NONE | $36,411 | not reported in the loaded dataset |
| Rae Consulting | NONE | $24,708 | not reported in the loaded dataset |
| Gould Kobrick & Schlapp Pc | NONE | $19,500 | not reported in the loaded dataset |
| Bisceglie & Associates | NONE | $18,000 | not reported in the loaded dataset |