2023 Form 5500 filing — Transport Workers Union Of America Local 513 Retirement 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 20241126065836NAL0005360449001) for Transport Workers Union Of America Local 513 Retirement Plan, reported by Transport Workers Union Of America Local 513 under EIN 75-1902075 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126065836NAL0005360449001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Transport Workers Union Of America Local 513
- EIN
- 75-1902075
- Plan number
- 001
- Location
- Burleson, TX
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,137,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,137,175
- Employer contributions
- $428,999
- Total income / additions
- $1,554,000
- Benefits paid
- $922,339
- Administrative expenses
- $77,254
- Total expenses
- $999,593
- Net increase / (decrease)
- $554,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transport Workers Union 513 Ret Pln | NONE | $89,269 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $305 | $0 |