2023 Form 5500 filing — Amalgamated Transit Union National 401(K) 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 20241015172001NAL0050647728001) for Amalgamated Transit Union National 401(K) Pension Plan, reported by Board Of Trustees Of The Amalgamated Transit Union under EIN 52-2059290 and plan number 001. It reports 18,608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172001NAL0050647728001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Amalgamated Transit Union
- EIN
- 52-2059290
- Plan number
- 001
- Location
- Springfield, IL
- Participants
- 18,608
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $230,728,240
- Total liabilities (EOY)
- $16,889
- Net assets (EOY)
- $230,711,351
- Employer contributions
- $13,440,820
- Participant contributions
- $15,061,201
- Total income / additions
- $61,465,529
- Benefits paid
- $22,574,785
- Administrative expenses
- $662,497
- Total expenses
- $23,237,282
- Net increase / (decrease)
- $38,228,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quorum Consulting Group | RECORDKEEPER | $513,150 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $62,751 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | LEGAL | $37,498 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | ACCOUNTANT | $21,000 | not reported in the loaded dataset |