Three Rivers Annuity Fund — Form 5500 plan (Board Of Trustees Three Rivers 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, Three Rivers Annuity Fund is a benefit plan reported by Board Of Trustees Three Rivers Annuity Fund under EIN 25-6148728 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,335 participants and $199,164,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Three Rivers Annuity Fund
- EIN
- 25-6148728
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 3,335
- End-of-year plan assets
- $199,164,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,335 | H, C | 20241012151258NAL0041861776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,164,348
- Total liabilities (EOY)
- $99,144
- Net assets (EOY)
- $199,065,204
- Net assets (BOY)
- $177,806,055
Income & contributions
- Employer contributions
- $7,114,154
- Total contributions
- $7,126,467
- Total income / additions
- $36,343,064
Expenses & distributions
- Benefits paid
- $14,044,572
- Administrative expenses
- $622,025
- Total expenses
- $15,083,915
- Net increase / (decrease)
- $21,259,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $319,457 | $0 | 2023 |
| Global Retirement Parnters, LLC | NONE | $102,000 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $96,408 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Stephen J. Obrien & Associates LLC | NONE | $21,212 | not reported in the loaded dataset | 2023 |
| Bricklayers Combined Funds, Inc. | NONE | $17,838 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $13,889 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Three Rivers Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- John Hancock Retirement Plan Servic — Schedule C compensation
- Global Retirement Parnters, LLC — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Stephen J. Obrien & Associates LLC — Schedule C compensation
- Bricklayers Combined Funds, Inc. — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation