Mid-Atlantic States District Council Participating Locals Annuity Fund — Form 5500 plan (Mid-Atlantic States District Council Participating Locals 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, Mid-Atlantic States District Council Participating Locals Annuity Fund is a benefit plan reported by Mid-Atlantic States District Council Participating Locals Annuity Fund under EIN 54-1768039 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,538 participants and $128,228,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Atlantic States District Council Participating Locals Annuity Fund
- EIN
- 54-1768039
- Plan number
- 002
- Plan type
- 1
- Location
- Salem, VA
- Latest filing year
- 2023
- Participants
- 4,538
- End-of-year plan assets
- $128,228,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,538 | H, C | 20241011171838NAL0039626080004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,228,378
- Total liabilities (EOY)
- $83,557
- Net assets (EOY)
- $128,144,821
- Net assets (BOY)
- $107,711,393
Income & contributions
- Employer contributions
- $11,245,786
- Total contributions
- $11,245,786
- Total income / additions
- $29,119,815
Expenses & distributions
- Benefits paid
- $8,188,696
- Administrative expenses
- $497,691
- Total expenses
- $8,686,387
- Net increase / (decrease)
- $20,433,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement, LLC | NONE | $249,277 | not reported in the loaded dataset | 2023 |
| Lawrence C. Musgrove Associates Inc | NONE | $124,983 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $28,163 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-Atlantic States District Council Participating Locals Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Salem, VA
- Empower Retirement, LLC — Schedule C compensation
- Lawrence C. Musgrove Associates Inc — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation