Plan5500

Defined Benefit Pension Plan For Employees Of Union Settlement Association, Inc. — Form 5500 plan (Union Settlement Association, 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, Defined Benefit Pension Plan For Employees Of Union Settlement Association, Inc. is a benefit plan reported by Union Settlement Association, Inc. under EIN 13-1632530 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $8,742,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Union Settlement Association, Inc.
EIN
13-1632530
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
229
End-of-year plan assets
$8,742,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20250224134358NAL0016350800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,742,777
Total liabilities (EOY)
$0
Net assets (EOY)
$8,742,777
Net assets (BOY)
$8,291,374

Income & contributions

Employer contributions
$295,104
Total contributions
$295,104
Total income / additions
$1,099,055

Expenses & distributions

Benefits paid
$397,208
Administrative expenses
$250,444
Total expenses
$647,652
Net increase / (decrease)
$451,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PrincipalNONE$218,832not reported in the loaded dataset2023
Merrill LynchNONE$31,612not reported in the loaded dataset2023

Related Form 5500 pages