Pavers & Road Builders Dc Annuity Fund — Form 5500 plan (Pavers & Road Builders Dc 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, Pavers & Road Builders Dc Annuity Fund is a benefit plan reported by Pavers & Road Builders Dc Annuity Fund under EIN 11-2629710 and plan number 082. The latest loaded filing year is 2023. The filing reports 4,556 participants and $312,776,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pavers & Road Builders Dc Annuity Fund
- EIN
- 11-2629710
- Plan number
- 082
- Plan type
- 1
- Location
- Whitestone, NY
- Latest filing year
- 2023
- Participants
- 4,556
- End-of-year plan assets
- $312,776,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,556 | H, C | 20241008104514NAL0009561859003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $312,776,565
- Total liabilities (EOY)
- $8,107,368
- Net assets (EOY)
- $304,669,197
- Net assets (BOY)
- $282,583,620
Income & contributions
- Employer contributions
- $29,804,913
- Total contributions
- $29,804,913
- Total income / additions
- $50,048,755
Expenses & distributions
- Benefits paid
- $25,964,809
- Administrative expenses
- $1,998,369
- Total expenses
- $27,963,178
- Net increase / (decrease)
- $22,085,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | ADMINISTRATOR | $207,924 | not reported in the loaded dataset | 2023 |
| Wasmer, Schroeder & Co Inc. | NONE | $199,704 | not reported in the loaded dataset | 2023 |
| Intercontinental | NONE | $158,950 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $125,528 | $0 | 2023 |
| Stacey Braun | NONE | $112,180 | $0 | 2023 |
| Merrill Lynch | NONE | $102,500 | not reported in the loaded dataset | 2023 |
| Gorlick, Kravitz & Listhaus | NONE | $83,475 | not reported in the loaded dataset | 2023 |
| Merrill Lynch - Santa Barbara | NONE | $81,154 | not reported in the loaded dataset | 2023 |
| Lord Abbett | NONE | $80,156 | not reported in the loaded dataset | 2023 |
| Castiglia Llp | NONE | $71,560 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder | NONE | $57,801 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $44,003 | $0 | 2023 |
| The Segal Company | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pavers & Road Builders Dc Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Whitestone, NY
- Zenith American Solutions — Schedule C compensation
- Wasmer, Schroeder & Co Inc. — Schedule C compensation
- Intercontinental — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Stacey Braun — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Gorlick, Kravitz & Listhaus — Schedule C compensation
- Merrill Lynch - Santa Barbara — Schedule C compensation
- Lord Abbett — Schedule C compensation
- Castiglia Llp — Schedule C compensation
- Virginia & Ambinder — Schedule C compensation
- Pnc Bank — Schedule C compensation
- The Segal Company — Schedule C compensation