Transportation Communications Union Pension Fund — Form 5500 plan (Trustees Of Transportation Communications Union 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, Transportation Communications Union Pension Fund is a benefit plan reported by Trustees Of Transportation Communications Union Pension Fund under EIN 16-6114794 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,747 participants and $63,404,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Transportation Communications Union Pension Fund
- EIN
- 16-6114794
- Plan number
- 001
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 2,747
- End-of-year plan assets
- $63,404,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,747 | H, C | 20241014132119NAL0027374705004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,404,649
- Total liabilities (EOY)
- $82,876
- Net assets (EOY)
- $63,321,773
- Net assets (BOY)
- $55,551,456
Income & contributions
- Employer contributions
- $3,447,537
- Total contributions
- $3,447,537
- Total income / additions
- $12,173,188
Expenses & distributions
- Benefits paid
- $3,714,685
- Administrative expenses
- $688,186
- Total expenses
- $4,402,871
- Net increase / (decrease)
- $7,770,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lisa Cerbes | EMPLOYEE | $162,421 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $112,787 | not reported in the loaded dataset | 2023 |
| Segall Bryant Hamill | NONE | $86,368 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser Pllc | NONE | $49,915 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $41,810 | not reported in the loaded dataset | 2023 |
| Guerrieri, Bartos & Roma P.C. | NONE | $31,966 | not reported in the loaded dataset | 2023 |
| Mr. Microchip | NONE | $25,052 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $14,314 | $0 | 2023 |
| Lasalle Consulting Partners | NONE | $6,415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Transportation Communications Union Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Lisa Cerbes — Schedule C compensation
- Cheiron — Schedule C compensation
- Segall Bryant Hamill — Schedule C compensation
- Bredhoff & Kaiser Pllc — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Guerrieri, Bartos & Roma P.C. — Schedule C compensation
- Mr. Microchip — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Lasalle Consulting Partners — Schedule C compensation