Storeworkers Retirement Plan — Form 5500 plan (Local 1102 Storeworkers Retirement 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, Storeworkers Retirement Plan is a benefit plan reported by Local 1102 Storeworkers Retirement Fund under EIN 13-6415958 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $18,698,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 1102 Storeworkers Retirement Fund
- EIN
- 13-6415958
- Plan number
- 001
- Plan type
- 1
- Location
- Woodbury, NY
- Latest filing year
- 2023
- Participants
- 928
- End-of-year plan assets
- $18,698,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 928 | H, C | 20240716122658NAL0001741235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,698,326
- Total liabilities (EOY)
- $77,830
- Net assets (EOY)
- $18,620,496
- Net assets (BOY)
- $16,875,343
Income & contributions
- Employer contributions
- $3,336
- Total contributions
- $3,336
- Total income / additions
- $2,676,465
Expenses & distributions
- Benefits paid
- $548,566
- Administrative expenses
- $382,746
- Total expenses
- $931,312
- Net increase / (decrease)
- $1,745,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $103,846 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | NONE | $78,719 | $307 | 2023 |
| Local 1102 Retirement Trust | AFFILIATED FUND | $52,697 | not reported in the loaded dataset | 2023 |
| Berdon Llp | NONE | $24,082 | not reported in the loaded dataset | 2023 |
| Dahab Associates | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Rothman, Rocco, Laruffa, Llp | NONE | $13,758 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 1102 Storeworkers Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Woodbury, NY
- Local 1102 Rwdsu — Schedule C compensation
- C.S. Mckee — Schedule C compensation
- Local 1102 Retirement Trust — Schedule C compensation
- Berdon Llp — Schedule C compensation
- Dahab Associates — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Rothman, Rocco, Laruffa, Llp — Schedule C compensation