General Building Laborers' Local 66 Annuity Fund — Form 5500 plan (Board Of Trustees General Building Lab Local 66 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, General Building Laborers' Local 66 Annuity Fund is a benefit plan reported by Board Of Trustees General Building Lab Local 66 Annuity Fund under EIN 11-2977468 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,393 participants and $164,223,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees General Building Lab Local 66 Annuity Fund
- EIN
- 11-2977468
- Plan number
- 006
- Plan type
- 1
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 2,393
- End-of-year plan assets
- $164,223,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,393 | H, C | 20241210092856NAL0016172800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $164,223,005
- Total liabilities (EOY)
- $30,542,998
- Net assets (EOY)
- $133,680,007
- Net assets (BOY)
- $119,678,657
Income & contributions
- Employer contributions
- $6,585,400
- Total contributions
- $6,585,400
- Total income / additions
- $22,600,858
Expenses & distributions
- Benefits paid
- $7,791,182
- Administrative expenses
- $808,326
- Total expenses
- $8,599,508
- Net increase / (decrease)
- $14,001,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lazard Asset Management LLC | NONE | $116,956 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $81,144 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $36,240 | not reported in the loaded dataset | 2023 |
| High Level Technologies Inc | COMPUTER CONSULTANT | $36,206 | not reported in the loaded dataset | 2023 |
| Dahab Associates Inc | NONE | $35,750 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $24,707 | not reported in the loaded dataset | 2023 |
| The Segal Co. (Eastern States), Inc | NONE | $21,771 | not reported in the loaded dataset | 2023 |
| Lavelle Law & Associates Pc | NONE | $20,700 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $17,630 | $0 | 2023 |
| Hancock Whitney | NONE | $9,530 | $0 | 2023 |
| The Union Labor Life Insurance Comp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees General Building Lab Local 66 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Lazard Asset Management LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- High Level Technologies Inc — Schedule C compensation
- Dahab Associates Inc — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- The Segal Co. (Eastern States), Inc — Schedule C compensation
- Lavelle Law & Associates Pc — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Hancock Whitney — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation