Ufcw Local 2013 Annuity Fund — Form 5500 plan (Board Of Trustees Ufcw Local 2013 Annuity Fund)
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, Ufcw Local 2013 Annuity Fund is a benefit plan reported by Board Of Trustees Ufcw Local 2013 Annuity Fund under EIN 11-2457157 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,873 participants and $30,836,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ufcw Local 2013 Annuity Fund
- EIN
- 11-2457157
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 12,873
- End-of-year plan assets
- $30,836,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,873 | H, C | 20240716144417NAL0001869331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,836,259
- Total liabilities (EOY)
- $63,541
- Net assets (EOY)
- $30,772,718
- Net assets (BOY)
- $26,928,442
Income & contributions
- Employer contributions
- $3,145,952
- Total contributions
- $3,145,952
- Total income / additions
- $6,438,826
Expenses & distributions
- Benefits paid
- $1,793,250
- Administrative expenses
- $801,300
- Total expenses
- $2,594,550
- Net increase / (decrease)
- $3,844,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svc | NONE | $494,554 | $0 | 2023 |
| Tri-State Administrators Inc | NONE | $134,745 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | AUDITOR | $48,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky | ATTORNEY | $10,802 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ufcw Local 2013 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- John Hancock Retirement Plan Svc — Schedule C compensation
- Tri-State Administrators Inc — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- O'Brien Belland & Bushinsky — Schedule C compensation