Local 73 Retirement Fund — Form 5500 plan (Local 73 Retirement 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, Local 73 Retirement Fund is a benefit plan reported by Local 73 Retirement Fund under EIN 15-6016577 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $67,151,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 73 Retirement Fund
- EIN
- 15-6016577
- Plan number
- 001
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 738
- End-of-year plan assets
- $67,151,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 738 | H, C | 20241007151544NAL0027806288003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,151,686
- Total liabilities (EOY)
- $74,756
- Net assets (EOY)
- $67,076,930
- Net assets (BOY)
- $66,120,489
Income & contributions
- Employer contributions
- $2,799,908
- Total contributions
- $2,799,908
- Total income / additions
- $6,006,595
Expenses & distributions
- Benefits paid
- $4,802,271
- Administrative expenses
- $247,883
- Total expenses
- $5,050,154
- Net increase / (decrease)
- $956,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bonadio & Co. Llp | NONE | $40,125 | not reported in the loaded dataset | 2023 |
| Strategic Capital Advisors | NONE | $33,750 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $16,544 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $16,264 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 73 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Bonadio & Co. Llp — Schedule C compensation
- Strategic Capital Advisors — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Blitman & King — Schedule C compensation
- National Investment Services — Schedule C compensation