2023 Form 5500 filing — Employees' Retirement Plan Of The Union League Club
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 20241015072730NAL0014194323001) for Employees' Retirement Plan Of The Union League Club, reported by The Union League Club under EIN 13-1423100 and plan number 001. It reports 149 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)$5.6MReported net assets$5,635,760
Participants149
Provider compensationNone reported3 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015072730NAL0014194323001
- Plan sponsor
- The Union League Club
- EIN
- 13-1423100
- Plan number
- 001
- Location
- New York, NY
- 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)$5.6M total assets
Net assets$5.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,635,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,635,760
- Employer contributions
- $400,000
- Participant contributions
- $0
- Total income / additions
- $1,033,909
- Benefits paid
- $490,874
- Administrative expenses
- $74,610
- Total expenses
- $565,484
- Net increase / (decrease)
- $468,425
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Condon O'Meara Mcginty & Donnelly | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Bury And Associates, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset |