Division A Annuity Fund — Form 5500 plan (Board Of Trustees Of Division A 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, Division A Annuity Fund is a benefit plan reported by Board Of Trustees Of Division A Annuity Fund under EIN 56-2290624 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,160 participants and $9,566,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Division A Annuity Fund
- EIN
- 56-2290624
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,160
- End-of-year plan assets
- $9,566,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,160 | H, C | 20241015141021NAL0029922193004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,566,038
- Total liabilities (EOY)
- $28,362
- Net assets (EOY)
- $9,537,676
- Net assets (BOY)
- $8,080,521
Income & contributions
- Employer contributions
- $173,333
- Participant contributions
- $735,768
- Total contributions
- $909,716
- Total income / additions
- $2,058,925
Expenses & distributions
- Benefits paid
- $439,802
- Administrative expenses
- $161,968
- Total expenses
- $601,770
- Net increase / (decrease)
- $1,457,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $67,924 | $0 | 2023 |
| Stadion Money Management Inc | NONE | $44,324 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $43,920 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors, Inc. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Division A Pension Fund | AFFILIATED BENEFIT FUND | $10,819 | not reported in the loaded dataset | 2023 |
| Pitta Llp | NONE | $8,174 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $5,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Division A Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ameritas Life Insurance Corp — Schedule C compensation
- Stadion Money Management Inc — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Segal Marco Advisors, Inc. — Schedule C compensation
- Division A Pension Fund — Schedule C compensation
- Pitta Llp — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation