Employees' Retirement Plan Of The Union League Club — Form 5500 plan (The Union League Club)
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, Employees' Retirement Plan Of The Union League Club is a benefit plan reported by The Union League Club under EIN 13-1423100 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $5,635,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Union League Club
- EIN
- 13-1423100
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $5,635,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241015072730NAL0014194323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,635,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,635,760
- Net assets (BOY)
- $5,167,335
Income & contributions
- Employer contributions
- $400,000
- Participant contributions
- $0
- Total contributions
- $400,000
- Total income / additions
- $1,033,909
Expenses & distributions
- Benefits paid
- $490,874
- Administrative expenses
- $74,610
- Total expenses
- $565,484
- Net increase / (decrease)
- $468,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Condon O'Meara Mcginty & Donnelly | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Bury And Associates, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |