2023 Form 5500 filing — Labor Unions 401k 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 20241015195512NAL0029542673001) for Labor Unions 401k Plan, reported by Board Of Trustees, Labor Unions 401(K) Plan under EIN 33-6194629 and plan number 001. It reports 3,706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195512NAL0029542673001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Labor Unions 401(K) Plan
- EIN
- 33-6194629
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 3,706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,422,289
- Total liabilities (EOY)
- $66,147
- Net assets (EOY)
- $66,356,142
- Employer contributions
- $1,359,568
- Participant contributions
- $3,536,203
- Total income / additions
- $15,650,976
- Benefits paid
- $5,923,925
- Administrative expenses
- $1,396,628
- Total expenses
- $7,901,829
- Net increase / (decrease)
- $7,749,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $377,886 | not reported in the loaded dataset |
| Withum, Smith & Brown | NONE | $68,252 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $63,278 | $0 |
| Kennedy Law Firm | NONE | $21,370 | not reported in the loaded dataset |
| Meredith Sesser | NONE | $15,619 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $15,300 | not reported in the loaded dataset |
| Jef Eatchel | NONE | $14,400 | not reported in the loaded dataset |
| Pension Fund Evaluations | NONE | $13,000 | not reported in the loaded dataset |
| Michael Snyder | NONE | $9,600 | not reported in the loaded dataset |