Local 298 Annuity Fund — Form 5500 plan (Board Of Trustees Of Local 298 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, Local 298 Annuity Fund is a benefit plan reported by Board Of Trustees Of Local 298 Annuity Fund under EIN 11-6049445 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,500 participants and $11,717,596 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Local 298 Annuity Fund
EIN
11-6049445
Plan number
002
Plan type
1
Location
Valley Stream, NY
Latest filing year
2023
Participants
2,500
End-of-year plan assets
$11,717,596

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,500H, C20251007123731NAL0004767761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,717,596
Total liabilities (EOY)
$18,000
Net assets (EOY)
$11,699,596
Net assets (BOY)
$7,824,408

Income & contributions

Employer contributions
$2,171,584
Participant contributions
$1,681,205
Total contributions
$3,852,789
Total income / additions
$4,852,067

Expenses & distributions

Benefits paid
$945,704
Administrative expenses
$31,175
Total expenses
$976,879
Net increase / (decrease)
$3,875,188

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buchbinder Tunick & Co LLCAUDITOR$14,600$02023

Related Form 5500 pages