Communication Workers Of America, Afl-Cio Local 1170 Retirement Plan — Form 5500 plan (Communication Workers Of America, Afl-Cio Local 1170)
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, Communication Workers Of America, Afl-Cio Local 1170 Retirement Plan is a benefit plan reported by Communication Workers Of America, Afl-Cio Local 1170 under EIN 16-1561026 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $44,496,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Communication Workers Of America, Afl-Cio Local 1170
- EIN
- 16-1561026
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $44,496,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241014143004NAL0027561553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,496,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,496,983
- Net assets (BOY)
- $41,502,690
Income & contributions
- Employer contributions
- $1,485,786
- Total contributions
- $1,485,786
- Total income / additions
- $6,087,971
Expenses & distributions
- Benefits paid
- $2,954,896
- Administrative expenses
- $138,782
- Total expenses
- $3,093,678
- Net increase / (decrease)
- $2,994,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | NONE | $63,895 | $0 | 2023 |
| Apollo Wealth Management | NONE | $62,203 | not reported in the loaded dataset | 2023 |
| Efpr Group, Cpas, Pllc | NONE | $12,684 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Communication Workers Of America, Afl-Cio Local 1170
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Burke Group — Schedule C compensation
- Apollo Wealth Management — Schedule C compensation
- Efpr Group, Cpas, Pllc — Schedule C compensation