2023 Form 5500 filing — Utility Workers Union Of America Deferred Compens 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 20240913184647NAL0005240019001) for Utility Workers Union Of America Deferred Compens Plan, reported by Board Of Trustees Of The Uw Of A Deferred Compensation Plan under EIN 06-1822042 and plan number 001. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$81.2MReported net assets$81,213,566
Participants501
Provider compensation$54.7K4 Schedule C row(s)$54,724
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913184647NAL0005240019001
Plan sponsor
Board Of Trustees Of The Uw Of A Deferred Compensation Plan
EIN
06-1822042
Plan number
001
Location
Lansing, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$81.2M total assets
Net assets$81.2MLiabilities$13.4K
Money in vs. money out
Total income / additions$21.5M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$4.6M
Participant$4.4M
Full reported line items
Total assets (EOY)
$81,227,015
Total liabilities (EOY)
$13,449
Net assets (EOY)
$81,213,566
Employer contributions
$4,625,394
Participant contributions
$4,448,786
Total income / additions
$21,496,612
Benefits paid
$1,967,347
Administrative expenses
$70,598
Total expenses
$2,089,787
Net increase / (decrease)
$19,406,825
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $22.3K
  2. 2
    NONE · Direct $12K
  3. 3
    NONE · Direct $10.4K
  4. 4
    NONE · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913184647NAL0005240019001 cover?
It is the 2023 Form 5500 filing for Utility Workers Union Of America Deferred Compens Plan, reported by Board Of Trustees Of The Uw Of A Deferred Compensation Plan (EIN 06-1822042).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages