Plan5500

United Optical Workers Local 408 Pension Fund — Form 5500 plan (Board Of Trustees United Optical)

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, United Optical Workers Local 408 Pension Fund is a benefit plan reported by Board Of Trustees United Optical under EIN 13-1913618 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and $119,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees United Optical
EIN
13-1913618
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
463
End-of-year plan assets
$119,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023463H, C20240722140201NAL0006439635003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$119,042
Total liabilities (EOY)
$8,500
Net assets (EOY)
$110,542
Net assets (BOY)
$130,926

Income & contributions

Total contributions
$452,700
Total income / additions
$454,027

Expenses & distributions

Benefits paid
$363,445
Administrative expenses
$110,966
Total expenses
$474,411
Net increase / (decrease)
-$20,384

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Savasta And Company, IncNONE$90,000not reported in the loaded dataset2023
Gould, Kobrick & Schlapp, P.C.NONE$8,500not reported in the loaded dataset2023

Related Form 5500 pages