Cemetery Employer Association Union Pension Plan — Form 5500 plan (Cemetery Employer Association Union Pension Plan Trustees)
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, Cemetery Employer Association Union Pension Plan is a benefit plan reported by Cemetery Employer Association Union Pension Plan Trustees under EIN 05-0531461 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $4,299,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cemetery Employer Association Union Pension Plan Trustees
- EIN
- 05-0531461
- Plan number
- 001
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $4,299,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240927102449NAL0001136611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,299,086
- Total liabilities (EOY)
- $23,041
- Net assets (EOY)
- $4,276,045
- Net assets (BOY)
- $3,956,681
Income & contributions
- Employer contributions
- $139,084
- Total contributions
- $139,084
- Total income / additions
- $607,944
Expenses & distributions
- Benefits paid
- $189,500
- Administrative expenses
- $99,080
- Total expenses
- $288,580
- Net increase / (decrease)
- $319,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | CONTRACT ADMINISTRATOR | $38,584 | $0 | 2023 |
| Nppg | NONE | $35,700 | not reported in the loaded dataset | 2023 |
| Schulman Lobel | ACCOUNTANT | $16,500 | not reported in the loaded dataset | 2023 |