Laborers Local 235 Annuity Fund — Form 5500 plan (Board Of Trustees Local 235 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, Laborers Local 235 Annuity Fund is a benefit plan reported by Board Of Trustees Local 235 Annuity Fund under EIN 13-3498896 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,083 participants and $52,439,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 235 Annuity Fund
- EIN
- 13-3498896
- Plan number
- 002
- Plan type
- 1
- Location
- Elmsford, NY
- Latest filing year
- 2023
- Participants
- 3,083
- End-of-year plan assets
- $52,439,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,083 | H, C | 20241015192922NAL0030757473002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,439,135
- Total liabilities (EOY)
- $304,380
- Net assets (EOY)
- $52,134,755
- Net assets (BOY)
- $48,547,775
Income & contributions
- Employer contributions
- $3,750,095
- Total contributions
- $3,750,095
- Total income / additions
- $9,298,407
Expenses & distributions
- Benefits paid
- $5,241,113
- Administrative expenses
- $470,314
- Total expenses
- $5,711,427
- Net increase / (decrease)
- $3,586,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $172,154 | $0 | 2023 |
| Marshall & Moss Admin Services | ACCOUNTING | $53,845 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $30,500 | not reported in the loaded dataset | 2023 |
| Bank Of America | INVESTMENT CUSTODIAN | $17,116 | $0 | 2023 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $14,400 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $9,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 235 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmsford, NY
- Stacey Braun Associates, Inc. — Schedule C compensation
- Marshall & Moss Admin Services — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Bank Of America — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation