Pointers, Cleaners & Caulkers Annuity Fund — Form 5500 plan (Board Of Trustees Of Pointers,)

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, Pointers, Cleaners & Caulkers Annuity Fund is a benefit plan reported by Board Of Trustees Of Pointers, under EIN 13-6533504 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,933 participants and $139,072,742 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Pointers,
EIN
13-6533504
Plan number
002
Plan type
1
Location
Rego Park, NY
Latest filing year
2023
Participants
2,933
End-of-year plan assets
$139,072,742

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,933H, C20250415000302NAL0002639713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,072,742
Total liabilities (EOY)
$444,558
Net assets (EOY)
$138,628,184
Net assets (BOY)
$124,580,159

Income & contributions

Employer contributions
$27,548,721
Total contributions
$27,548,721
Total income / additions
$33,773,665

Expenses & distributions

Benefits paid
$18,452,418
Administrative expenses
$1,273,222
Total expenses
$19,725,640
Net increase / (decrease)
$14,048,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcc Pension FundRELATED BENEFIT PLAN$499,840not reported in the loaded dataset2023
Prudential Retirement Ins & Ann CoNONE$354,308not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaNONE$349,884not reported in the loaded dataset2023
Quanvest ConsultantsNONE$26,811not reported in the loaded dataset2023
Gould, Kobrick, & Schlapp, P.C.UNION AUDITOR$15,000not reported in the loaded dataset2023
Holm & Ohara, LlpUNION ATTORNEY$11,167not reported in the loaded dataset2023
Rothberg, Straus & Contrubis LlpEMP ASSOC ATT$11,050not reported in the loaded dataset2023
The Segal CompanyNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages