2023 Form 5500 filing — Pppwu Officers, Representatives & Organizers Retirement Fund
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 20250415125622NAL0001429043002) for Pppwu Officers, Representatives & Organizers Retirement Fund, reported by Printing, Packaging, & Production Workers Union Of North America under EIN 62-0247360 and plan number 001. It reports 68 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415125622NAL0001429043002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Printing, Packaging, & Production Workers Union Of North America
- EIN
- 62-0247360
- Plan number
- 001
- Location
- Silver Spring, MD
- Participants
- 68
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,392,704
- Total liabilities (EOY)
- $32,875
- Net assets (EOY)
- $15,359,829
- Employer contributions
- $241,945
- Total income / additions
- $1,844,756
- Benefits paid
- $1,308,644
- Administrative expenses
- $177,728
- Total expenses
- $1,486,372
- Net increase / (decrease)
- $358,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron | NONE | $52,193 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $20,000 | not reported in the loaded dataset |
| Mooney,Green,Saindon,Murphy &Welch | NONE | $13,923 | not reported in the loaded dataset |
| Marquette Associates | NONE | $12,500 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $7,449 | not reported in the loaded dataset |
| Adp | NONE | $6,063 | not reported in the loaded dataset |