Building Services Local 2 Retirement Plan & Trust — Form 5500 plan (Building Services Local 2)
Plain-English plan 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, Building Services Local 2 Retirement Plan & Trust is a benefit plan reported by Building Services Local 2 under EIN 11-1820127 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,015 participants and $8,503,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Building Services Local 2
- EIN
- 11-1820127
- Plan number
- 001
- Plan type
- 1
- Location
- Ozone Park, NY
- Latest filing year
- 2023
- Participants
- 1,015
- End-of-year plan assets
- $8,503,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,015 | H, C | 20241014162930NAL0054433906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,503,600
- Total liabilities (EOY)
- $56,010
- Net assets (EOY)
- $8,447,590
- Net assets (BOY)
- $8,082,203
Income & contributions
- Employer contributions
- $322,270
- Participant contributions
- $287,014
- Total contributions
- $609,284
- Total income / additions
- $1,379,874
Expenses & distributions
- Benefits paid
- $597,737
- Administrative expenses
- $416,750
- Total expenses
- $1,014,487
- Net increase / (decrease)
- $365,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lydia Stuart | EMPLOYEE | $148,567 | not reported in the loaded dataset | 2023 |
| Barnes, Iccarino, & Shepherd Llp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Gary Rothman Esq. | NONE | $29,528 | not reported in the loaded dataset | 2023 |
| Raymond James Financial, Inc. | NONE | $28,988 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Minsky & Cottone, Cpa | NONE | $15,600 | not reported in the loaded dataset | 2023 |
| Corporate Retirement Services | NONE | $15,410 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Building Services Local 2
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ozone Park, NY
- Lydia Stuart — Schedule C compensation
- Barnes, Iccarino, & Shepherd Llp — Schedule C compensation
- Gary Rothman Esq. — Schedule C compensation
- Raymond James Financial, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Minsky & Cottone, Cpa — Schedule C compensation
- Corporate Retirement Services — Schedule C compensation