Northeast District Council Of The Opcmia Annuity Fund — Form 5500 plan (Northeast District Council Of The Opcmia 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, Northeast District Council Of The Opcmia Annuity Fund is a benefit plan reported by Northeast District Council Of The Opcmia Annuity Fund under EIN 13-3207195 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,125 participants and $189,829,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northeast District Council Of The Opcmia Annuity Fund
EIN
13-3207195
Plan number
002
Plan type
1
Location
Bronx, NY
Latest filing year
2023
Participants
2,125
End-of-year plan assets
$189,829,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,125H, C20241015180131NAL0050800768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$189,829,475
Total liabilities (EOY)
$13,155,937
Net assets (EOY)
$176,673,538
Net assets (BOY)
$161,030,379

Income & contributions

Employer contributions
$9,270,863
Total contributions
$9,270,863
Total income / additions
$32,438,903

Expenses & distributions

Benefits paid
$15,218,564
Administrative expenses
$1,577,180
Total expenses
$16,795,744
Net increase / (decrease)
$15,643,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boyd Watterson Asset ManagementNONE$324,089not reported in the loaded dataset2023
John Hancock Retirement Plan ScvsNONE$114,782$02023
Reynolds Consulting Services LLCNONE$58,710not reported in the loaded dataset2023
Proskauer Rose LlpNONE$41,223not reported in the loaded dataset2023
Fitzsimmons Abrams, LlpNONE$23,900not reported in the loaded dataset2023

Related Form 5500 pages