Local 812 Annuity Fund — Form 5500 plan (Board Of Trustees Local 812 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, Local 812 Annuity Fund is a benefit plan reported by Board Of Trustees Local 812 Annuity Fund under EIN 87-4819968 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,310 participants and $21,701,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 812 Annuity Fund
- EIN
- 87-4819968
- Plan number
- 001
- Plan type
- 1
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 2,310
- End-of-year plan assets
- $21,701,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,310 | H, C | 20241010172609NAL0011780307004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,701,638
- Total liabilities (EOY)
- $83,795
- Net assets (EOY)
- $21,617,843
- Net assets (BOY)
- $10,861,734
Income & contributions
- Employer contributions
- $8,608,589
- Participant contributions
- $478,977
- Total contributions
- $9,335,495
- Total income / additions
- $11,916,367
Expenses & distributions
- Benefits paid
- $688,120
- Administrative expenses
- $472,138
- Total expenses
- $1,160,258
- Net increase / (decrease)
- $10,756,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement, LLC | NONE | $159,127 | not reported in the loaded dataset | 2023 |
| Marshall And Moss, Llp | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $62,917 | not reported in the loaded dataset | 2023 |
| Cary Kane, Llp | NONE | $61,656 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $28,384 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 812 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- Empower Retirement, LLC — Schedule C compensation
- Marshall And Moss, Llp — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Cary Kane, Llp — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation