Masonic Hall & Asylum Employees Retirement Fund — Form 5500 plan (Trustees Of The Masonic Hall & Asylum 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, Masonic Hall & Asylum Employees Retirement Fund is a benefit plan reported by Trustees Of The Masonic Hall & Asylum Fund under EIN 13-5563012 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $23,178,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Masonic Hall & Asylum Fund
- EIN
- 13-5563012
- Plan number
- 001
- Plan type
- 2
- Location
- Utica, NY
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $23,178,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20241015130335NAL0028509617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,178,405
- Total liabilities (EOY)
- $79,916
- Net assets (EOY)
- $23,098,489
- Net assets (BOY)
- $23,385,876
Income & contributions
- Employer contributions
- $885,071
- Total contributions
- $885,071
- Total income / additions
- $3,962,644
Expenses & distributions
- Benefits paid
- $3,759,866
- Administrative expenses
- $490,165
- Total expenses
- $4,250,031
- Net increase / (decrease)
- -$287,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $75,912 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial & Pension Services | NONE | $44,670 | not reported in the loaded dataset | 2023 |
| Complete Payroll Processing | NONE | $12,533 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Masonic Hall & Asylum Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Utica, NY
- Morgan Stanley Smith Barney — Schedule C compensation
- Bpas Actuarial & Pension Services — Schedule C compensation
- Complete Payroll Processing — Schedule C compensation