Plain-English plan 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, Rand-Whitney Retirement Plan For Members Of Bargaining Units is a benefit plan reported by Rand-Whitney Group, LLC under EIN 04-3340692 and plan number 004. The latest loaded filing year is 2023. The filing reports 242 participants and $3,893,908 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,893,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,893,908
- Net assets (BOY)
- $3,290,068
Income & contributions
- Employer contributions
- $202,461
- Total contributions
- $202,461
- Total income / additions
- $716,942
Expenses & distributions
- Benefits paid
- $91,172
- Administrative expenses
- $21,930
- Total expenses
- $113,102
- Net increase / (decrease)
- $603,840