Glaziers & Glassworkers Local 660 Individual Account Plan — Form 5500 plan (Glaziers & Glassworkers Local 660 Individual Account Plan)
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, Glaziers & Glassworkers Local 660 Individual Account Plan is a benefit plan reported by Glaziers & Glassworkers Local 660 Individual Account Plan under EIN 16-0921100 and plan number 002. The latest loaded filing year is 2023. The filing reports 588 participants and $26,923,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Glaziers & Glassworkers Local 660 Individual Account Plan
- EIN
- 16-0921100
- Plan number
- 002
- Plan type
- 1
- Location
- Cheektowaga, NY
- Latest filing year
- 2023
- Participants
- 588
- End-of-year plan assets
- $26,923,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 588 | H, C | 20241004135330NAL0006747859002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,923,813
- Total liabilities (EOY)
- $1,325
- Net assets (EOY)
- $26,922,488
- Net assets (BOY)
- $22,842,735
Income & contributions
- Employer contributions
- $1,396,375
- Total contributions
- $1,396,375
- Total income / additions
- $6,089,411
Expenses & distributions
- Benefits paid
- $1,857,683
- Administrative expenses
- $151,975
- Total expenses
- $2,009,658
- Net increase / (decrease)
- $4,079,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Administrative Svcs | NONE | $57,233 | $0 | 2023 |
| Appollo Wealth Management, LLC | NONE | $53,048 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates Llp | NONE | $14,900 | not reported in the loaded dataset | 2023 |
| Pdc No. 4 Health & Welfare Trust | AFFILIATE OF PLAN SPONSOR | $13,779 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Glaziers & Glassworkers Local 660 Individual Account Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Cheektowaga, NY
- Benefit Plans Administrative Svcs — Schedule C compensation
- Appollo Wealth Management, LLC — Schedule C compensation
- Tronconi Segarra & Associates Llp — Schedule C compensation
- Pdc No. 4 Health & Welfare Trust — Schedule C compensation