2023 Form 5500 filing — Cone Drive Hourly Union Pension Plan (Uaw Local 21 - Traverse City, Mi)
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 20241015062354NAL0014156819001) for Cone Drive Hourly Union Pension Plan (Uaw Local 21 - Traverse City, Mi), reported by Cone Drive Operations, Inc. under EIN 05-0425787 and plan number 003. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015062354NAL0014156819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cone Drive Operations, Inc.
- EIN
- 05-0425787
- Plan number
- 003
- Location
- Traverse City, MI
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,005,613
- Total liabilities (EOY)
- $20,200
- Net assets (EOY)
- $11,985,413
- Total income / additions
- $1,527,506
- Benefits paid
- $1,320,045
- Administrative expenses
- $211,731
- Total expenses
- $1,531,776
- Net increase / (decrease)
- -$4,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $59,920 | not reported in the loaded dataset |
| Bober Markey Fedorovich & Company | NONE | $20,250 | not reported in the loaded dataset |