Original filing (PDF)20251013091025NAL0002255666005

Board of Trustees of Division a Annuity Fund

Name: Board of Trustees of Division a Annuity Fund — Form 5500 Plan 001 (2024)
Creator: Board of Trustees of Division a Annuity Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Division a Annuity Fund

401(k) retirement plan · Board of Trustees of Division a Annuity Fund's Division a Annuity Fund held $11.3M in plan assets for 770 participants in 2024.

Signals · 2

100% in single holding~108 bps in Sched C fees

Active participants

770

Accounts w/ balance

1,145

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (6th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OF DIVISION A ANNUITY FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF DIVISION A ANNUITY FUND

EIN

56-2290624all filings

Address

709 EIGHTH AVENUE · NEW YORK, NY · 100367111

Phone

(212) 492-2102

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEGAL MARCO ADVISORS, INC.	13-2646110	—	NONE	$20K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORP	13-3758127	—	NONE	$49K	—

Investments

1 pooled fund· $11.1M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.