United Plant & Production Workers L175 Annuity Fund — Form 5500 plan (Board Of Trustees Of United Plant Production Workers L175 Annuity Fd)
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, United Plant & Production Workers L175 Annuity Fund is a benefit plan reported by Board Of Trustees Of United Plant Production Workers L175 Annuity Fd under EIN 20-3143138 and plan number 050. The latest loaded filing year is 2023. The filing reports 1,573 participants and $33,813,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United Plant Production Workers L175 Annuity Fd
- EIN
- 20-3143138
- Plan number
- 050
- Plan type
- 1
- Location
- Roslyn Heights, NY
- Latest filing year
- 2023
- Participants
- 1,573
- End-of-year plan assets
- $33,813,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,573 | H, C | 20250408134508NAL0010015859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,813,403
- Total liabilities (EOY)
- $28,309
- Net assets (EOY)
- $33,785,094
- Net assets (BOY)
- $31,135,223
Income & contributions
- Employer contributions
- $4,195,370
- Total contributions
- $4,195,370
- Total income / additions
- $5,940,230
Expenses & distributions
- Benefits paid
- $3,014,696
- Administrative expenses
- $275,454
- Total expenses
- $3,290,359
- Net increase / (decrease)
- $2,649,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rothman Rocco & Laruffa Llp | NONE | $42,955 | not reported in the loaded dataset | 2023 |
| Us Real Estate Investment Fund LLC | NONE | $42,757 | not reported in the loaded dataset | 2023 |
| Anthony Franco | NONE | $23,186 | not reported in the loaded dataset | 2023 |
| Reynolds & Reynolds | NONE | $20,700 | not reported in the loaded dataset | 2023 |
| Anna Mottola | NONE | $14,635 | not reported in the loaded dataset | 2023 |
| Robert Allgier Cpa | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Marie Mossa | NONE | $10,325 | not reported in the loaded dataset | 2023 |
| Michele Zunno | NONE | $9,974 | not reported in the loaded dataset | 2023 |
| Chaiken & Chaiken | NONE | $9,900 | not reported in the loaded dataset | 2023 |
| Mario Briceno | NONE | $8,372 | not reported in the loaded dataset | 2023 |
| Dickenson Group | NONE | $8,125 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | NONE | $7,699 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United Plant Production Workers L175 Annuity Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Roslyn Heights, NY
- Rothman Rocco & Laruffa Llp — Schedule C compensation
- Us Real Estate Investment Fund LLC — Schedule C compensation
- Anthony Franco — Schedule C compensation
- Reynolds & Reynolds — Schedule C compensation
- Anna Mottola — Schedule C compensation
- Robert Allgier Cpa — Schedule C compensation
- Marie Mossa — Schedule C compensation
- Michele Zunno — Schedule C compensation
- Chaiken & Chaiken — Schedule C compensation
- Mario Briceno — Schedule C compensation
- Dickenson Group — Schedule C compensation
- Cheiron Inc — Schedule C compensation