Derrickmens Annuity Fund, Local 197 — Form 5500 plan (Board Of Trustees Derrickmens Annuity Fund, Local 197)
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, Derrickmens Annuity Fund, Local 197 is a benefit plan reported by Board Of Trustees Derrickmens Annuity Fund, Local 197 under EIN 51-6112621 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $41,816,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Derrickmens Annuity Fund, Local 197
- EIN
- 51-6112621
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $41,816,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241009132450NAL0009252931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,816,219
- Total liabilities (EOY)
- $315,574
- Net assets (EOY)
- $41,500,645
- Net assets (BOY)
- $35,566,570
Income & contributions
- Employer contributions
- $3,356,714
- Total contributions
- $3,356,714
- Total income / additions
- $8,284,609
Expenses & distributions
- Benefits paid
- $2,082,934
- Administrative expenses
- $224,075
- Total expenses
- $2,350,534
- Net increase / (decrease)
- $5,934,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri Llp | ACCOUNTANT | $60,197 | not reported in the loaded dataset | 2023 |
| Congress Asset Mangement | NONE | $41,827 | not reported in the loaded dataset | 2023 |
| Daniel H. Cook Associates, Inc | NONE | $24,974 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | NONE | $22,000 | $0 | 2023 |
| Colleran O'Hara & Mills, Llp | ATTORNEY | $8,993 | not reported in the loaded dataset | 2023 |
| Law Office Of Steven N Davi Pllc | ATTORNEY | $8,800 | not reported in the loaded dataset | 2023 |
| The Segal Co. (Eastern States), Inc | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Derrickmens Annuity Fund, Local 197
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Schultheis & Panettieri Llp — Schedule C compensation
- Congress Asset Mangement — Schedule C compensation
- Daniel H. Cook Associates, Inc — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Colleran O'Hara & Mills, Llp — Schedule C compensation
- Law Office Of Steven N Davi Pllc — Schedule C compensation
- The Segal Co. (Eastern States), Inc — Schedule C compensation