2023 Form 5500 filing — Iue-Cwa Fund Employees' Pension 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 20241014160401NAL0013591123002) for Iue-Cwa Fund Employees' Pension Plan, reported by Trustees Of The Iue-Cwa Afl-Cio Pension Fund under EIN 22-6250252 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,766,853
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014160401NAL0013591123002
Plan sponsor
Trustees Of The Iue-Cwa Afl-Cio Pension Fund
EIN
22-6250252
Plan number
002
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.9M total assets
Net assets$4.8MLiabilities$84.5K
Money in vs. money out
Total income / additions$690.4K
Total expenses$338.8K
Benefits paid / distributions$279.6K
Full reported line items
Total assets (EOY)
$4,851,362
Total liabilities (EOY)
$84,509
Net assets (EOY)
$4,766,853
Total income / additions
$690,363
Benefits paid
$279,628
Administrative expenses
$56,556
Total expenses
$338,776
Net increase / (decrease)
$351,587

Related Form 5500 pages