2023 Form 5500 filing — National Organization Of Industrial Trade Unions Individual Account 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 20240822102537NAL0010790338001) for National Organization Of Industrial Trade Unions Individual Account Plan, reported by National Organization Of Industrial Trade Unions under EIN 11-1896570 and plan number 003. It reports 5,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240822102537NAL0010790338001
Filing year
2023
Form type
1
Plan sponsor
National Organization Of Industrial Trade Unions
EIN
11-1896570
Plan number
003
Location
Jamaica, NY
Participants
5,432
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$111,498,231
Total liabilities (EOY)
$446,765
Net assets (EOY)
$111,051,466
Employer contributions
$5,065,853
Participant contributions
$2,006,483
Total income / additions
$23,459,422
Benefits paid
$6,744,826
Administrative expenses
$924,963
Total expenses
$7,669,789
Net increase / (decrease)
$15,789,633
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Usi Consulting GroupNONE$252,739not reported in the loaded dataset
Noitu Insurance Trust FundRELATED FUND$230,798not reported in the loaded dataset
National Org. Of Industrial Trade URELATED LABOR ORG$23,950not reported in the loaded dataset
Proskauer Rose LlpPROV SVCES TO REL PLAN$17,819not reported in the loaded dataset
Gould, Kobrick And Schlapp, P.C.PROV SVCES TO REL PLAN$15,000not reported in the loaded dataset
Charles Schwab Trust BankNONE$0$13,453

Related Form 5500 pages