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Form 5500
Department of the TreasuryInternal Revenue ServiceDepartment of Labor Pension and Welfare BenefitsAdministrationPension Benefit Guaranty Corporation
Annual Return/Report of Employee Benefit Plan
This form is required to be filed under sections 104 and 4065 of theEmployee Retirement Income Security Act of 1974 (ERISA) andsections 6039D, 6047(e), 6057(b), and 6058(a) of the InternalRevenue Code (the Code).Complete all entries in accordance withthe instructions to the Form 5500.
Official Use OnlyOMB Nos. 1210 - 01101210 - 0089
2005This Form is Open toPublic InspectionPart I Annual Report Identification InformationFor the calendar plan year 2005 or fiscal plan year beginningJuly 01, 2005, and endingJune 30, 2006
A
This return/report isfor:(1) a multiemployer plan;(2) a single-employer plan (other than a multiple-employer plan);(3) a multiple-employer plan;(4) a DFE (specify)
B
This return/report is:(1) the first return/report filed for the plan;(2) the amended return/report;(3) the final return/report filed for the plan;(4) a short plan year return/report (less than 12months).
C
If the plan is a collectively-bargained plan, check here
D
If you filed for an extension of time to file, check the box and attach a copy of the extension application
Part II Basic Plan Information –
enter all requested information.
1a
Name of planNEW YORK DISTRICT COUNCIL OF CARPENTERS ANNUITY FUND
1b
Three-digitplan number (PN) 001
1c
Effective date of plan (mo., day, yr.)July 01, 1966
2a
Plan sponsor's name and address (employer, if for a single-employer plan)(Address should include room or suite no.)BOARD OF TRUSTEES OF THE NYDCC ANNUITY FUND395 HUDSON STREETNEW YORK NY 10014-3669
2b
Employer Identification Number (EIN)51-0174279
2c
Sponsor's telephone number 212-366-7300
2d
Business code (see instructions)236200
Caution:
A penalty for the late or incomplete filing of this return/report will be assessed unless reasonable cause is established.Under penalties of perjury and other penalties set forth in the instructions, I declare that I have examined this return/report, includingaccompanying schedules, statements and attachments, and to the best of my knowledge and belief, it is true, correct, and complete.04/10/2007UNION TRUSTEESignature of plan administratorDateTyped or printed name of individual signing as plan administrator 04/10/2007EMPLOYER TRUSTEESignature of employer/plan sponsor/DFEDateTyped or printed name of individual signing as employer, plansponsor or DFE as applicable
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500.
v2.3Form
5500
(2005)
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2E2G
3a
Plan administrator's name and address (if same as plan sponsor, enter"Same")SAME
3b
Administrator's EIN
3c
Administrator's telephone number
4
If the name and/or EIN of the plan sponsor has changed since the last return/report filed for this plan, enter thename, EIN and the plan number from the last return/report below:
a
Sponsor's name
b
EIN
c
PN
5
Preparer information (optional)
a
Name (including firm name, if applicable) and addressNOVAK FRANCELLA, LLC450 SEVENTH AVENUE, SUITE 3500NEW YORK NY 10123
b
EIN 61-1436956
c
Telephone no. 212-279-4262
6
Total number of participants at the beginning of the plan year
6
31,182
7
Number of participants as of the end of the plan year (welfare plans complete only lines
7a, 7b, 7c,
and
7d
)
a
Active participants
a
27,057
b
Retired or separated participants receiving benefits
b
38
c
Other retired or separated participants entitled to future benefits
c
4,862
d
Subtotal. Add lines
7a, 7b,
and
7c d
31,957
e
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits
e
180
f
Total. Add lines
7d
and
7e f
32,137
g
Number of participants with account balances as of the end of the plan year (only defined contribution planscomplete this item)
g
32,137
h
Number of participants that terminated employment during the plan year with accrued benefits that were lessthan 100% vested
hi
If any participant(s) separated from service with a deferred vested benefit, enter the number of separatedparticipants required to be reported on a Schedule SSA (Form 5500)
i
22
8
Benefits provided under the plan (complete 8a through 8c, as applicable)
a
Pension benefits
(check this box if the plan provides pension benefits and enter the applicable pension feature codes from the Listof Plan Characteristics Codes (printed in the instructions)):
b
Welfare benefits
(check this box if the plan provides welfare benefits and enter the applicable welfare feature codes from the List of Plan Characteristics Codes (printed in the instructions)):
9a
Plan funding arrangement (check all that apply)
(1)
Insurance
(2)
Section 412(i) insurance contracts
(3)
Trust
(4)
General assets of the sponsor
9b
Plan benefit arrangement (check all that apply)
(1)
Insurance
(2)
Section 412(i) insurance contracts
(3)
Trust
(4)
General assets of the sponsor
10
Schedules attached (Check all applicable boxes and, where indicated, enter the number attached. See instructions.)
a Pension Benefit Schedules
(1) R
(Retirement Plan Information)
(2) T
(Qualified Pension Plan Coverage Information) If a Schedule T is not attached because the plan isrelying on coverage testing information for a prior year, enter the year
(3) B
(Actuarial Information)
(4) E
(ESOP Annual Information)
(5) SSA
(Separated Vested participant Information)
b Financial Schedules
(1) H
(Financial Information)
(2) I
(Financial Information – Small Plan)
(3)
1
A
(Insurance Information)
(4) C
(Service Provider Information)
(5) D
(DFE/Participating Plan Information)
(6) G
(Financial Transaction Schedules)
(7)
1P (Trust Fiduciary Information)
SCHEDULE AForm 5500
Department of the TreasuryInternal Revenue Service
Insurance Information
This schedule is required to be filed under section 104 of theEmployee Retirement Income Security Act of 1974.Official Use OnlyOMB No. 1210 - 0110
2005This Form is Open to
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Department of Labor Pension and Welfare Benefits AdministrationPension Benefit Guaranty Corporation
File as an attachment to Form 5500.
Insurance companies are required to provide this informationpursuant to ERISA section 103(a)(2).
Public InspectionFor the calendar plan year 2005 or fiscal plan year beginningJuly 01, 2005, and endingJune 30, 2006
A
Name of planNEW YORK DISTRICT COUNCIL OF CARPENTERS ANNUITY FUND
B
Three-digitplan number 001
C
Plan sponsor's name as shown on line 2a of Form 5500BOARD OF TRUSTEES OF THE NYDCC ANNUITY FUND
D
Employer Identification Number 51-0174279
Part I
Information Concerning Insurance Contract Coverage, Fees, and Commissions.
Provide information for each contract on a separate Schedule A. Individual contracts grouped as a unit in Parts II and III can bereported on a single Schedule A.
1
Coverage
(a)
Name of insurance carrier PRUDENTIAL RETIREMENT INS. & ANNUITY CO.
(b)
EIN
(c)
NAICcode
(d)
Contract or identificationnumber
(e)
Aproximate number of personscovered at end of policy or contract year Policy or contract year
(f)
From
(g)
To06-105003493629386403213707/01/200506/30/2006
2
Insurance fees and commissions paid to agents, brokers, and other persons:
Totals
Amount of commissions paidFees paid / Amount
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form5500.
v2.3
Schedule A (Form 5500)2005(a)
Name and address of the agents, brokers or other persons to whom commissions or fees were paid
(b)
Amount of commissionspaidFees paid
(e)
Organizationcode
(c)
Amount
(d)
Purpose
Part II
Investment and Annuity Contract Information
Where individual contracts are provided, the entire group of such individual contracts with each carrier may be treated as a unitfor purposes of this report.
3
Current value of plan's interest under this contract in the general account at year end$272,408,041
4
Current value of plan's interest under this contract in separate accounts at year end$116,580,358
5
Contracts With Allocated Funds
a
State the basis of premium rates
b
Premiums paid to carrier
c
Premiums due but unpaid at the end of the year
d
If the carrier, service, or other organization incurred any specific costs in connection with the acquision or retention of the contract or policy, enter amount
Specify nature of costs
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Carpenters Annuity Fund 2006
carpenter union
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| Upload Date: | 11/01/2009 |
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