2023 Form 5500 filing — New Development Holdings, LLC Union Retirement 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 20241003144116NAL0017246496001) for New Development Holdings, LLC Union Retirement Plan, reported by New Development Holdings, LLC under EIN 27-0509754 and plan number 001. It reports 101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003144116NAL0017246496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Development Holdings, LLC
- EIN
- 27-0509754
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,549,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,549,246
- Total income / additions
- $2,725,641
- Benefits paid
- $1,723,775
- Administrative expenses
- $139,756
- Total expenses
- $1,863,531
- Net increase / (decrease)
- $862,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc. | NONE | $98,903 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $14,472 | $0 |
| Pwc Advisory LLC | NONE | $10,500 | not reported in the loaded dataset |
| Fidelity Inst Asset Mgmt Trust Co. | NONE | $6,185 | $0 |