2023 Form 5500 filing — U.T.W.A. N.J. Union Employer 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 20241015143602NAL0056706978001) for U.T.W.A. N.J. Union Employer Pension Plan, reported by Trustees U.T.W.A. N.J. Union Employer Pension Fund under EIN 22-6196988 and plan number 001. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143602NAL0056706978001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees U.T.W.A. N.J. Union Employer Pension Fund
- EIN
- 22-6196988
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $208,677
- Total liabilities (EOY)
- $23,810
- Net assets (EOY)
- $184,867
- Employer contributions
- $1,251
- Total income / additions
- $423,919
- Benefits paid
- $462,441
- Administrative expenses
- $124,851
- Total expenses
- $587,292
- Net increase / (decrease)
- -$163,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I E Shaffer & Co | NONE | $92,054 | not reported in the loaded dataset |
| Bruce Kaminer, Cpa LLC | NONE | $13,973 | not reported in the loaded dataset |