2023 Form 5500 filing — Tcu Staff 401(K) 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 20240910080219NAL0003344259001) for Tcu Staff 401(K) Plan, reported by Nat'L Union Of The Transportation Communications Union /Iam under EIN 31-6000450 and plan number 002. It reports 140 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)$16.3MReported net assets$16,290,312
Participants140
Provider compensation$31.9K2 Schedule C row(s)$31,923
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240910080219NAL0003344259001
- Plan sponsor
- Nat'L Union Of The Transportation Communications Union /Iam
- EIN
- 31-6000450
- Plan number
- 002
- Location
- Rockville, MD
- 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)$16.3M total assets
Net assets$16.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,290,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,290,312
- Employer contributions
- $121,061
- Participant contributions
- $553,452
- Total income / additions
- $3,310,321
- Benefits paid
- $2,973,467
- Administrative expenses
- $0
- Total expenses
- $2,973,467
- Net increase / (decrease)
- $336,854
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Planners & Administrator | RECORDKEEPER | $6,277 | $19,369 |
| Osage Pacific Advisers, Inc | FINANCIAL ADVISOR | $6,277 | not reported in the loaded dataset |