Plan5500

Staff Retirement Plan Of Local 475 — Form 5500 plan (Board Of Trustees Staff Retirement Plan)

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, Staff Retirement Plan Of Local 475 is a benefit plan reported by Board Of Trustees Staff Retirement Plan under EIN 13-2996854 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $4,703,179 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Staff Retirement Plan
EIN
13-2996854
Plan number
001
Plan type
2
Location
Pelham, NY
Latest filing year
2023
Participants
13
End-of-year plan assets
$4,703,179

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I, C20241015193442NAL0029508161003

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,703,179
Total liabilities (EOY)
$858
Net assets (EOY)
$4,702,321
Net assets (BOY)
$4,171,835

Income & contributions

Employer contributions
$30,000
Total income / additions
$853,423

Expenses & distributions

Benefits paid
$290,106
Total expenses
$322,937
Net increase / (decrease)
$530,486

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Basil Castrovinci Associates, Inc.ACTUARIAL$12,900not reported in the loaded dataset2023
Barnes, Iaccarino & Shepherd LlpLEGAL$7,200not reported in the loaded dataset2023

Related Form 5500 pages