Frederick W. Devine Scholarship Fund — Form 5500 plan (Local Union No. 1556)

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, Frederick W. Devine Scholarship Fund is a benefit plan reported by Local Union No. 1556 under EIN 45-2787952 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,529 participants and $223,930 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$8.3KPlan net assets, end of year-$8,320
Participants1.5KCovered participants reported1,529
Assets / participant$146Computed: assets ÷ participants$146 (computed)
Provider compensation$28.7K2 Schedule C provider row(s)$28,740
Plan sponsor
Local Union No. 1556
EIN
45-2787952
Plan number
502
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,529H, C20250408142106NAL0010047203004
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$223.9K total assets
Net assets-$8.3KLiabilities$232.3K
Money in vs. money out
Total income / additions$895
Total expenses$15.1K
Benefits paid / distributions-$13.8K
Full reported line items

Net assets

Total assets (EOY)
$223,930
Total liabilities (EOY)
$232,250
Net assets (EOY)
-$8,320
Net assets (BOY)
$5,837

Income & contributions

Total income / additions
$895

Expenses & distributions

Benefits paid
-$13,750
Administrative expenses
$28,802
Total expenses
$15,052
Net increase / (decrease)
-$14,157
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income-1536%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Novak Francella, LLCNONE$22,740not reported in the loaded dataset2023
Archer, Byington, Glennon, & LevineNONE$6,000not reported in the loaded dataset2023

Related Form 5500 pages