Bac Local 5 New York Annuity Plan — Form 5500 plan (Bac Local 5 New York Annuity 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, Bac Local 5 New York Annuity Plan is a benefit plan reported by Bac Local 5 New York Annuity Plan under EIN 23-7107109 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,820 participants and $22,688,397 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bac Local 5 New York Annuity Plan
- EIN
- 23-7107109
- Plan number
- 002
- Plan type
- 1
- Location
- Rego Park, NY
- Latest filing year
- 2023
- Participants
- 1,820
- End-of-year plan assets
- $22,688,397
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,820 | H, C | 20241010163541NAL0041572306002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,688,397
- Total liabilities (EOY)
- $113,790
- Net assets (EOY)
- $22,574,607
- Net assets (BOY)
- $19,813,439
Income & contributions
- Employer contributions
- $1,330,818
- Total contributions
- $1,330,818
- Total income / additions
- $4,482,032
Expenses & distributions
- Benefits paid
- $1,507,741
- Administrative expenses
- $213,123
- Total expenses
- $1,720,864
- Net increase / (decrease)
- $2,761,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | NONE | $50,109 | $0 | 2023 |
| Pension And Annuity Plan Of Bpf | NONE | $30,380 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $29,452 | not reported in the loaded dataset | 2023 |
| Teal, Becker, & Chiaramonte Cpas Pc | NONE | $22,275 | not reported in the loaded dataset | 2023 |
| Robeco/Boston Partners | NONE | $17,527 | not reported in the loaded dataset | 2023 |
| Tcw Group | NONE | $12,506 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $9,320 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States), | NONE | $5,613 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bac Local 5 New York Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rego Park, NY
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Pension And Annuity Plan Of Bpf — Schedule C compensation
- Pimco — Schedule C compensation
- Teal, Becker, & Chiaramonte Cpas Pc — Schedule C compensation
- Robeco/Boston Partners — Schedule C compensation
- Tcw Group — Schedule C compensation
- Barnes, Iaccarino & Shepherd, Llp — Schedule C compensation
- The Segal Company (Eastern States), — Schedule C compensation