Plasterers' Local No. 8 Annuity Fund — Form 5500 plan (Trustees Of Plasterers' Local No. 8 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, Plasterers' Local No. 8 Annuity Fund is a benefit plan reported by Trustees Of Plasterers' Local No. 8 Annuity Fund under EIN 23-6929739 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $16,924,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plasterers' Local No. 8 Annuity Fund
- EIN
- 23-6929739
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $16,924,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20250213113836NAL0012491459004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,924,533
- Total liabilities (EOY)
- $54,489
- Net assets (EOY)
- $16,870,044
- Net assets (BOY)
- $15,698,706
Income & contributions
- Employer contributions
- $1,049,583
- Total contributions
- $1,049,583
- Total income / additions
- $2,694,606
Expenses & distributions
- Benefits paid
- $1,311,407
- Administrative expenses
- $211,861
- Total expenses
- $1,523,268
- Net increase / (decrease)
- $1,171,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joe Moskauski | EMPLOYEE | $0 | $40,031 | 2023 |
| Empower Annuity Insurance Company | NONE | $39,313 | $0 | 2023 |
| Investment Performance Services LLC | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $24,350 | not reported in the loaded dataset | 2023 |
| Susanin, Widman, & Brennan | NONE | $13,211 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $9,168 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plasterers' Local No. 8 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Joe Moskauski — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Susanin, Widman, & Brennan — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation