2023 Form 5500 filing — United Steel Workers Local 625 Benefit Trust
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 20240903121729NAL0010549635002) for United Steel Workers Local 625 Benefit Trust, reported by United Steelworkers Local 625 Benefit Trust under EIN 26-6687118 and plan number 501. It reports 96 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2MReported net assets$2,013,615
Participants96
Provider compensation$6.3K1 Schedule C row(s)$6,276
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240903121729NAL0010549635002
- Plan sponsor
- United Steelworkers Local 625 Benefit Trust
- EIN
- 26-6687118
- Plan number
- 501
- Location
- Niagara Falls, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$3.9K
Full reported line items
- Total assets (EOY)
- $2,017,514
- Total liabilities (EOY)
- $3,899
- Net assets (EOY)
- $2,013,615
- Employer contributions
- $1,405,031
- Participant contributions
- $277,014
- Total income / additions
- $1,724,676
- Benefits paid
- $1,728,920
- Administrative expenses
- $18,916
- Total expenses
- $1,747,836
- Net increase / (decrease)
- -$23,160
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tronconi Segarra & Associates, Llp | NONE | $6,276 | not reported in the loaded dataset |