Plan5500

Cone Drive Hourly Union Pension Plan (Uaw Local 21 - Traverse City, Mi) — Form 5500 plan (Cone Drive Operations, Inc.)

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, Cone Drive Hourly Union Pension Plan (Uaw Local 21 - Traverse City, Mi) is a benefit plan reported by Cone Drive Operations, Inc. under EIN 05-0425787 and plan number 003. The latest loaded filing year is 2023. The filing reports 186 participants and $12,005,613 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cone Drive Operations, Inc.
EIN
05-0425787
Plan number
003
Plan type
2
Location
Traverse City, MI
Latest filing year
2023
Participants
186
End-of-year plan assets
$12,005,613

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241015062354NAL0014156819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,005,613
Total liabilities (EOY)
$20,200
Net assets (EOY)
$11,985,413
Net assets (BOY)
$11,989,683

Income & contributions

Total contributions
$0
Total income / additions
$1,527,506

Expenses & distributions

Benefits paid
$1,320,045
Administrative expenses
$211,731
Total expenses
$1,531,776
Net increase / (decrease)
-$4,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$59,920not reported in the loaded dataset2023
Bober Markey Fedorovich & CompanyNONE$20,250not reported in the loaded dataset2023

Related Form 5500 pages