Local 1010 Apprenticeship, Skill Improvement And Training Fund — Form 5500 plan (Board Of Trustees Local 1010 Appr, Skill Improvement And Training 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 1010 Apprenticeship, Skill Improvement And Training Fund is a benefit plan reported by Board Of Trustees Local 1010 Appr, Skill Improvement And Training Fund under EIN 27-3157473 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,412 participants and $12,463,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 1010 Appr, Skill Improvement And Training Fund
- EIN
- 27-3157473
- Plan number
- 501
- Plan type
- 1
- Location
- Whitestone, NY
- Latest filing year
- 2023
- Participants
- 2,412
- End-of-year plan assets
- $12,463,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,412 | H, C | 20241120092323NAL0008149682001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,463,567
- Total liabilities (EOY)
- $1,399,624
- Net assets (EOY)
- $11,063,943
- Net assets (BOY)
- $9,452,246
Income & contributions
- Employer contributions
- $3,227,939
- Total contributions
- $3,227,939
- Total income / additions
- $3,977,729
Expenses & distributions
- Benefits paid
- $2,047,944
- Administrative expenses
- $318,088
- Total expenses
- $2,366,032
- Net increase / (decrease)
- $1,611,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Barbosa, Antonio | NONE | $225,721 | not reported in the loaded dataset | 2023 |
| Valeriano, Armando J. | NONE | $225,721 | not reported in the loaded dataset | 2023 |
| Sestayo, John | NONE | $189,392 | not reported in the loaded dataset | 2023 |
| Lopez, David | NONE | $59,008 | not reported in the loaded dataset | 2023 |
| Raigosa, Natalie | NONE | $57,725 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $33,618 | not reported in the loaded dataset | 2023 |
| Gorlick, Kravitz, & Listhaus, P.C. | ATTORNEY | $33,235 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $22,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 1010 Appr, Skill Improvement And Training Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Whitestone, NY
- Barbosa, Antonio — Schedule C compensation
- Valeriano, Armando J. — Schedule C compensation
- Sestayo, John — Schedule C compensation
- Lopez, David — Schedule C compensation
- Raigosa, Natalie — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Gorlick, Kravitz, & Listhaus, P.C. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation