2023 Form 5500 filing — Local 74 U.S.W.U. 401(K) Savings 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 20241015175624NAL0029317889005) for Local 74 U.S.W.U. 401(K) Savings Plan, reported by Board Of Trustees Of Local 74 U.S.W.U 401(K) Savings Plan under EIN 27-2570808 and plan number 001. It reports 711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175624NAL0029317889005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 74 U.S.W.U 401(K) Savings Plan
- EIN
- 27-2570808
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,359,508
- Total liabilities (EOY)
- $43,938
- Net assets (EOY)
- $11,315,570
- Employer contributions
- $1,372,837
- Participant contributions
- $644,099
- Total income / additions
- $3,230,777
- Benefits paid
- $1,112,771
- Administrative expenses
- $234,869
- Total expenses
- $1,347,640
- Net increase / (decrease)
- $1,883,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Services | NONE | $118,678 | $0 |
| Reynolds Consulting Services LLC | NONE | $25,300 | not reported in the loaded dataset |
| Fitzsimmons Abrams, Llp | NONE | $22,957 | not reported in the loaded dataset |
| Fuiman Mogila, Llp | NONE | $5,000 | not reported in the loaded dataset |