2023 Form 5500 filing — United Workers Pension 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 20250529141007NAL0004864563001) for United Workers Pension Fund, reported by Board Of Trustees Of United Workers Pension Fund under EIN 84-1655235 and plan number 001. It reports 1,079 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250529141007NAL0004864563001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United Workers Pension Fund
- EIN
- 84-1655235
- Plan number
- 001
- Location
- Uniondale, NY
- Participants
- 1,079
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,505,022
- Total liabilities (EOY)
- $70,035
- Net assets (EOY)
- $17,434,987
- Employer contributions
- $2,228,355
- Participant contributions
- $331,984
- Total income / additions
- $5,122,172
- Benefits paid
- $999,035
- Administrative expenses
- $170,110
- Total expenses
- $1,169,145
- Net increase / (decrease)
- $3,953,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Grp | RECORDKEEPER | $74,060 | $0 |
| Mccarthy & Preece Pllc | ATTORNEY | $36,000 | $0 |
| Buchbinder Tunick & Co LLC | AUDITOR | $22,000 | $0 |
| Andrew Fair, Esq | TRUSTEE | $14,400 | $0 |
| Dickinson Group LLC | RECORDKEEPER | $11,430 | $0 |