Local 338 Annuity Fund — Form 5500 plan (Board Of Trustees Local 338 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, Local 338 Annuity Fund is a benefit plan reported by Board Of Trustees Local 338 Annuity Fund under EIN 27-1596066 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,738 participants and $49,221,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 338 Annuity Fund
- EIN
- 27-1596066
- Plan number
- 001
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 12,738
- End-of-year plan assets
- $49,221,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,738 | H, C | 20241015070216NAL0015928451005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,221,230
- Total liabilities (EOY)
- $218,987
- Net assets (EOY)
- $49,002,243
- Net assets (BOY)
- $37,410,934
Income & contributions
- Employer contributions
- $8,946,794
- Total contributions
- $8,946,794
- Total income / additions
- $14,467,452
Expenses & distributions
- Benefits paid
- $2,247,850
- Administrative expenses
- $628,293
- Total expenses
- $2,876,143
- Net increase / (decrease)
- $11,591,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rwdsu/Ufcw Local 338 | AFFILIATE UNION | $227,038 | not reported in the loaded dataset | 2023 |
| Local 338 H&W Fund | NONE | $202,502 | not reported in the loaded dataset | 2023 |
| Wright Investors Service Inc | NONE | $68,578 | $0 | 2023 |
| Friedman & Anspach | NONE | $39,444 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 338 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Rwdsu/Ufcw Local 338 — Schedule C compensation
- Local 338 H&W Fund — Schedule C compensation
- Wright Investors Service Inc — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation