2023 Form 5500 filing — The Officials, Business Representatives Office & Clerical Employees Of Local Union No. 3, Ibew, Afl-Cio 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 20241014112428NAL0044313296001) for The Officials, Business Representatives Office & Clerical Employees Of Local Union No. 3, Ibew, Afl-Cio 401(K) Plan, reported by Local Union No. 3, Ibew, Afl-Cio under EIN 13-5574127 and plan number 099. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112428NAL0044313296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Local Union No. 3, Ibew, Afl-Cio
- EIN
- 13-5574127
- Plan number
- 099
- Location
- Flushing, NY
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,372,870
- Total liabilities (EOY)
- $8,156
- Net assets (EOY)
- $29,364,714
- Employer contributions
- $1,040,485
- Participant contributions
- $733,873
- Total income / additions
- $4,639,541
- Benefits paid
- $1,428,963
- Administrative expenses
- $18,370
- Total expenses
- $1,474,944
- Net increase / (decrease)
- $3,164,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Corporation | INVESTMENT CUSTODIAN | $7,029 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |
| Prudential Retirement Insurance & A | PLAN ADMINISTRATOR | $3,341 | not reported in the loaded dataset |