Local 29 R.W.D.S.U. Pension Fund — Form 5500 plan (Board Of Trustees Of Local 29 R.W.D.S.U. Pension Fund)
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, Local 29 R.W.D.S.U. Pension Fund is a benefit plan reported by Board Of Trustees Of Local 29 R.W.D.S.U. Pension Fund under EIN 13-2669167 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $47,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 29 R.W.D.S.U. Pension Fund
- EIN
- 13-2669167
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $47,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20240613154520NAL0014712291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,889
- Total liabilities (EOY)
- $5,755,537
- Net assets (EOY)
- -$5,707,648
- Net assets (BOY)
- -$5,469,541
Income & contributions
- Employer contributions
- $50,036
- Total contributions
- $50,036
- Total income / additions
- $50,686
Expenses & distributions
- Benefits paid
- $227,070
- Administrative expenses
- $61,723
- Total expenses
- $288,793
- Net increase / (decrease)
- -$238,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company | NONE | $49,628 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $7,000 | not reported in the loaded dataset | 2023 |