Plan5500

Uaw Region 9a Education Fund — Form 5500 plan (Uaw Region 9a Education 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, Uaw Region 9a Education Fund is a benefit plan reported by Uaw Region 9a Education Fund under EIN 13-4072635 and plan number 501. The latest loaded filing year is 2023. The filing reports 400 participants and $274,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uaw Region 9a Education Fund
EIN
13-4072635
Plan number
501
Plan type
1
Location
Brooklyn, NY
Latest filing year
2023
Participants
400
End-of-year plan assets
$274,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20250113105619NAL0010599795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$274,830
Total liabilities (EOY)
$6,750
Net assets (EOY)
$268,080
Net assets (BOY)
$210,851

Income & contributions

Employer contributions
$112,696
Total contributions
$112,696
Total income / additions
$112,696

Expenses & distributions

Benefits paid
$22,996
Administrative expenses
$32,471
Total expenses
$55,467
Net increase / (decrease)
$57,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
James ProvostNONE$12,460not reported in the loaded dataset2023
Maria GonzalezNONE$7,560not reported in the loaded dataset2023
Bacheler & Company, PcNONE$6,720$02023

Related Form 5500 pages