2023 Form 5500 filing — Storeworkers Security 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 20241115091201NAL0000657697001) for Storeworkers Security Plan, reported by Board Of Trustees Storeworkers under EIN 13-6162367 and plan number 501. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115091201NAL0000657697001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Storeworkers
- EIN
- 13-6162367
- Plan number
- 501
- Location
- New York, NY
- Participants
- 883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,392,874
- Total liabilities (EOY)
- $298,652
- Net assets (EOY)
- $5,094,222
- Employer contributions
- $120,521
- Participant contributions
- $18,344
- Total income / additions
- $319,492
- Benefits paid
- $433,664
- Administrative expenses
- $572,272
- Total expenses
- $1,005,936
- Net increase / (decrease)
- -$686,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michael Wiederhold | NONE | $86,922 | not reported in the loaded dataset |
| Eisner & Dictor P.C. | UNION ATTORNEY | $61,492 | not reported in the loaded dataset |
| William Simpkins | NONE | $48,641 | not reported in the loaded dataset |
| Marian Oconnor | NONE | $47,289 | not reported in the loaded dataset |
| Ellen Eschuk | NONE | $42,887 | not reported in the loaded dataset |
| Maritza Diaz | NONE | $36,486 | not reported in the loaded dataset |
| Gould, Kobrick & Schlapp | NONE | $25,500 | not reported in the loaded dataset |
| The Segal Company | NONE | $25,000 | not reported in the loaded dataset |
| Syntonic Systems | NONE | $22,800 | not reported in the loaded dataset |
| Merrill Lynch Wealth Management | INVESTMENT CUSTODIAN | $21,881 | not reported in the loaded dataset |
| Msi Technologies LLC | NONE | $9,921 | not reported in the loaded dataset |