Stone Setters Annuity Fund Local 84 — Form 5500 plan (Board Of Trustees Of Stone Setters)
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, Stone Setters Annuity Fund Local 84 is a benefit plan reported by Board Of Trustees Of Stone Setters under EIN 13-6121379 and plan number 002. The latest loaded filing year is 2023. The filing reports 241 participants and $27,048,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Stone Setters
- EIN
- 13-6121379
- Plan number
- 002
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $27,048,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241010230203NAL0021024177002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,048,053
- Total liabilities (EOY)
- $187,361
- Net assets (EOY)
- $26,860,692
- Net assets (BOY)
- $25,690,956
Income & contributions
- Employer contributions
- $1,774,276
- Total contributions
- $1,774,276
- Total income / additions
- $3,022,822
Expenses & distributions
- Benefits paid
- $1,497,791
- Administrative expenses
- $269,607
- Total expenses
- $1,853,086
- Net increase / (decrease)
- $1,169,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Holm & Ohara Llp | UNION ATTORNEY | $53,298 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick, & Schlapp, P.C. | UNION ACCOUNTANT | $35,238 | not reported in the loaded dataset | 2023 |
| Stone Setters Pension Fund Local 84 | RELATED BENEFIT PLAN | $27,540 | not reported in the loaded dataset | 2023 |
| Daniel H. Cook Associates | NONE | $25,260 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $22,147 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $20,546 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates | NONE | $18,482 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants, Inc. | NONE | $17,985 | not reported in the loaded dataset | 2023 |
| Venable Llp | NONE | $12,700 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $10,996 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $10,857 | not reported in the loaded dataset | 2023 |
| Highland Capital Management, Inc | NONE | $8,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Stone Setters
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Holm & Ohara Llp — Schedule C compensation
- Gould, Kobrick, & Schlapp, P.C. — Schedule C compensation
- Stone Setters Pension Fund Local 84 — Schedule C compensation
- Daniel H. Cook Associates — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Stacey Braun Associates — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation
- Venable Llp — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Highland Capital Management, Inc — Schedule C compensation