2023 Form 5500 filing — Brotherhood Of Locomotive Engineers And Trainmen 4 For Employees Of Conrail Saa
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 20241014132624NAL0052425554003) for Brotherhood Of Locomotive Engineers And Trainmen 4 For Employees Of Conrail Saa, reported by Conrail Saa/Csxt Northern District General Committee Of Adjustment under EIN 35-1079357 and plan number 001. It reports 3,476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132624NAL0052425554003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conrail Saa/Csxt Northern District General Committee Of Adjustment
- EIN
- 35-1079357
- Plan number
- 001
- Location
- West Seneca, NY
- Participants
- 3,476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,309,651
- Total liabilities (EOY)
- $6,250
- Net assets (EOY)
- $18,303,401
- Employer contributions
- $172,465
- Participant contributions
- $1,127,207
- Total income / additions
- $3,583,187
- Benefits paid
- $378,506
- Administrative expenses
- $32,962
- Total expenses
- $433,405
- Net increase / (decrease)
- $3,149,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | RECORDKEEPER | $32,993 | $24,252 |