Iron Workers District Council Of Western New York And Vicinity Annuity Fund — Form 5500 plan (Board Of Trustees Of Iwdc Of Wny And Vicinity 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, Iron Workers District Council Of Western New York And Vicinity Annuity Fund is a benefit plan reported by Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund under EIN 14-6195662 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,410 participants and $52,022,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund
- EIN
- 14-6195662
- Plan number
- 001
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 1,410
- End-of-year plan assets
- $52,022,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,410 | H, C | 20250311101507NAL0010634435004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,022,116
- Total liabilities (EOY)
- $2,152,696
- Net assets (EOY)
- $49,869,420
- Net assets (BOY)
- $46,723,686
Income & contributions
- Employer contributions
- $3,360,558
- Total contributions
- $3,360,558
- Total income / additions
- $7,305,297
Expenses & distributions
- Benefits paid
- $3,735,126
- Administrative expenses
- $424,437
- Total expenses
- $4,159,563
- Net increase / (decrease)
- $3,145,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier Advisors, LLC | NONE | $189,442 | $0 | 2023 |
| Iwdc Of Wny & Vicinity Welfare Fund | AFFLIATED BENEFIT FUND | $81,463 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $45,039 | $118 | 2023 |
| Blitman & King Llp | NONE | $35,620 | $155 | 2023 |
| Invesco Advisors, Inc. | NONE | $35,437 | $0 | 2023 |
| Segal Marco Advisors | NONE | $22,667 | $96 | 2023 |
| Wilmington Trust | NONE | $10,658 | $0 | 2023 |
| The Segal Company | NONE | $8,200 | $670 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Manning & Napier Advisors, LLC — Schedule C compensation
- Iwdc Of Wny & Vicinity Welfare Fund — Schedule C compensation
- Arcara Lenda Eusanio & Stacey Cpas — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Invesco Advisors, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- The Segal Company — Schedule C compensation