2023 Form 5500 filing — Ua Local 125 Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814140516NAL0006541779001) for Ua Local 125 Retirement Savings Plan, reported by Board Of Trustees Ua Local 125 Retirement Savings Plan under EIN 42-1497403 and plan number 002. It reports 1,177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814140516NAL0006541779001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ua Local 125 Retirement Savings Plan
- EIN
- 42-1497403
- Plan number
- 002
- Location
- Cedar Rapids, IA
- Participants
- 1,177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,301,058
- Total liabilities (EOY)
- $38,859
- Net assets (EOY)
- $146,262,199
- Employer contributions
- $5,477,259
- Participant contributions
- $3,883,114
- Total income / additions
- $28,895,884
- Benefits paid
- $5,012,953
- Administrative expenses
- $229,257
- Total expenses
- $5,242,210
- Net increase / (decrease)
- $23,653,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group Inc. | NONE | $76,250 | not reported in the loaded dataset |
| Reinhart | NONE | $48,608 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $45,680 | not reported in the loaded dataset |
| Eastern Iowa Fringe Benefits | AFFILIATE | $36,000 | not reported in the loaded dataset |