2023 Form 5500 filing — Brotherhood Of Locomotive Engineers And Trainmen Svgs401 For Employees Of Norfolk Southern Carriers

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 20241011133448NAL0022843841001) for Brotherhood Of Locomotive Engineers And Trainmen Svgs401 For Employees Of Norfolk Southern Carriers, reported by General Committees Of Adjustment under EIN 16-6008869 and plan number 001. It reports 3,944 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011133448NAL0022843841001
Filing year
2023
Form type
2
Plan sponsor
General Committees Of Adjustment
EIN
16-6008869
Plan number
001
Location
East Springfield, PA
Participants
3,944
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$529,709,181
Total liabilities (EOY)
$280,761
Net assets (EOY)
$529,428,420
Employer contributions
$7,142,531
Participant contributions
$28,453,868
Total income / additions
$103,553,127
Benefits paid
$37,350,204
Administrative expenses
$649,206
Total expenses
$38,108,205
Net increase / (decrease)
$65,444,922
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch, Pierce, Fenner And SRECORD KEEPER$619,423$22,164
Bond, Schoeneck & King, PllcLEGAL FIRM$32,900not reported in the loaded dataset

Related Form 5500 pages