2023 Form 5500 filing — Transport Workers Union Of America Afl-Cio Local 100 Staff 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 20241015175115NAL0059025458001) for Transport Workers Union Of America Afl-Cio Local 100 Staff Pension Plan, reported by Transport Workers Union Of Amer Afl-Cio Local 100 Staff Pension Plan under EIN 13-1395076 and plan number 001. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175115NAL0059025458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transport Workers Union Of Amer Afl-Cio Local 100 Staff Pension Plan
- EIN
- 13-1395076
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,932,199
- Total liabilities (EOY)
- $13,585
- Net assets (EOY)
- $35,918,614
- Employer contributions
- $2,500,000
- Participant contributions
- $56,508
- Total income / additions
- $5,995,598
- Benefits paid
- $1,002,866
- Administrative expenses
- $592,541
- Total expenses
- $1,595,407
- Net increase / (decrease)
- $4,400,191
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pitta Llp | ATTORNEY | $122,613 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT MANAGER | $30,000 | not reported in the loaded dataset |
| State Street Global Advisors | INVESTMENT MANAGER | $11,308 | $0 |
| Rogoff & Company Pc | AUDITOR | $8,250 | not reported in the loaded dataset |
| Buck Consultants | ACTUARY | $5,223 | not reported in the loaded dataset |