2023 Form 5500 filing — Material Yard Workers Local 1175 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 20250414161719NAL0000869395001) for Material Yard Workers Local 1175 Annuity Fund, reported by Board Of Trustees Material Yard Workers Local 1175 Annuity Fund under EIN 11-2707486 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414161719NAL0000869395001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Material Yard Workers Local 1175 Annuity Fund
- EIN
- 11-2707486
- Plan number
- 001
- Location
- Astoria, NY
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,959,972
- Total liabilities (EOY)
- $89,586
- Net assets (EOY)
- $10,870,386
- Employer contributions
- $868,204
- Total income / additions
- $1,623,991
- Benefits paid
- $83,657
- Administrative expenses
- $203,027
- Total expenses
- $286,684
- Net increase / (decrease)
- $1,337,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | SERVICES RELATED PLANS | $63,136 | $0 |
| Weaver And Tidwell Llp | SERVICES RELATED PLANS | $27,718 | not reported in the loaded dataset |
| Segal Company | SERVICES RELATED PLANS | $11,000 | not reported in the loaded dataset |
| Lerner Law Firm And Associates | SERVICES RELATED PLANS | $6,000 | not reported in the loaded dataset |