2023 Form 5500 filing — Local 298 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 20251007123731NAL0004767761001) for Local 298 Annuity Fund, reported by Board Of Trustees Of Local 298 Annuity Fund under EIN 11-6049445 and plan number 002. It reports 2,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251007123731NAL0004767761001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 298 Annuity Fund
- EIN
- 11-6049445
- Plan number
- 002
- Location
- Valley Stream, NY
- Participants
- 2,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,717,596
- Total liabilities (EOY)
- $18,000
- Net assets (EOY)
- $11,699,596
- Employer contributions
- $2,171,584
- Participant contributions
- $1,681,205
- Total income / additions
- $4,852,067
- Benefits paid
- $945,704
- Administrative expenses
- $31,175
- Total expenses
- $976,879
- Net increase / (decrease)
- $3,875,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buchbinder Tunick & Co LLC | AUDITOR | $14,600 | $0 |