2023 Form 5500 filing — Opeiu Local 494-Uaw Employees 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 20241013125829NAL0012433603001) for Opeiu Local 494-Uaw Employees 401(K) Plan, reported by International Union, Uaw under EIN 38-0679801 and plan number 007. It reports 371 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)$18.6MReported net assets$18,647,796
Participants371
Provider compensation$5.5K1 Schedule C row(s)$5,550
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013125829NAL0012433603001
Plan sponsor
International Union, Uaw
EIN
38-0679801
Plan number
007
Location
Detroit, MI
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)$18.6M total assets
Net assets$18.6MLiabilities
Money in vs. money out
Total income / additions$4.5M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$297.4K
Participant$859.8K
Full reported line items
Total assets (EOY)
$18,647,796
Net assets (EOY)
$18,647,796
Employer contributions
$297,429
Participant contributions
$859,773
Total income / additions
$4,456,357
Benefits paid
$2,266,291
Administrative expenses
$9,927
Total expenses
$2,277,076
Net increase / (decrease)
$2,179,281

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments-InstitutionalRECORDKEEPER$5,550$0

Related Form 5500 pages