Northeast District Council Of The Opcmia Apprenticeship Fund — Form 5500 plan (Northeast District Council Of The Opcmia Apprenticeship 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, Northeast District Council Of The Opcmia Apprenticeship Fund is a benefit plan reported by Northeast District Council Of The Opcmia Apprenticeship Fund under EIN 51-0170643 and plan number 503. The latest loaded filing year is 2023. The filing reports 854 participants and $5,305,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northeast District Council Of The Opcmia Apprenticeship Fund
- EIN
- 51-0170643
- Plan number
- 503
- Plan type
- 1
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 854
- End-of-year plan assets
- $5,305,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 854 | H, C | 20241015180640NAL0057607906005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,305,812
- Total liabilities (EOY)
- $503,855
- Net assets (EOY)
- $4,801,957
- Net assets (BOY)
- $4,209,592
Income & contributions
- Employer contributions
- $888,797
- Total contributions
- $888,797
- Total income / additions
- $1,380,649
Expenses & distributions
- Benefits paid
- $526,672
- Administrative expenses
- $261,612
- Total expenses
- $788,284
- Net increase / (decrease)
- $592,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Michael Holzknecht | EMPLOYEE | $179,340 | not reported in the loaded dataset | 2023 |
| Kenneth Delanly | EMPLOYEE | $27,840 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $25,153 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $12,375 | not reported in the loaded dataset | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $9,400 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $8,755 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $3,881 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northeast District Council Of The Opcmia Apprenticeship Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Michael Holzknecht — Schedule C compensation
- Kenneth Delanly — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Amalgamated Bank — Schedule C compensation