2023 Form 5500 filing — Communication Workers Of America Local 7777 Death & Service 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 20250402133007NAL0013375200001) for Communication Workers Of America Local 7777 Death & Service Plan, reported by Board Of Trustees Of Cwa Loc. 7777 Death And Service Benefit Plan under EIN 74-2164408 and plan number 501. It reports 5,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402133007NAL0013375200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of Cwa Loc. 7777 Death And Service Benefit Plan
- EIN
- 74-2164408
- Plan number
- 501
- Location
- Lakewood, CO
- Participants
- 5,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,412,089
- Total liabilities (EOY)
- $1,350
- Net assets (EOY)
- $2,410,739
- Total income / additions
- $485,903
- Benefits paid
- $40,100
- Administrative expenses
- $43,250
- Total expenses
- $83,350
- Net increase / (decrease)
- $402,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $25,476 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $11,375 | not reported in the loaded dataset |