Material Yard Workers Local 1175 Annuity Fund — Form 5500 plan (Board Of Trustees Material Yard Workers Local 1175 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, Material Yard Workers Local 1175 Annuity Fund is a benefit plan reported by Board Of Trustees Material Yard Workers Local 1175 Annuity Fund under EIN 11-2707486 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $10,959,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Material Yard Workers Local 1175 Annuity Fund
- EIN
- 11-2707486
- Plan number
- 001
- Plan type
- 1
- Location
- Astoria, NY
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $10,959,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20250414161719NAL0000869395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,959,972
- Total liabilities (EOY)
- $89,586
- Net assets (EOY)
- $10,870,386
- Net assets (BOY)
- $9,533,079
Income & contributions
- Employer contributions
- $868,204
- Total contributions
- $868,204
- Total income / additions
- $1,623,991
Expenses & distributions
- Benefits paid
- $83,657
- Administrative expenses
- $203,027
- Total expenses
- $286,684
- Net increase / (decrease)
- $1,337,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | SERVICES RELATED PLANS | $63,136 | $0 | 2023 |
| Weaver And Tidwell Llp | SERVICES RELATED PLANS | $27,718 | not reported in the loaded dataset | 2023 |
| Segal Company | SERVICES RELATED PLANS | $11,000 | not reported in the loaded dataset | 2023 |
| Lerner Law Firm And Associates | SERVICES RELATED PLANS | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Material Yard Workers Local 1175 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Astoria, NY
- Merrill Lynch — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Segal Company — Schedule C compensation
- Lerner Law Firm And Associates — Schedule C compensation