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, Cleveland Brothers Retirement Plan For Union Employees is a benefit plan reported by Cleveland Brothers Holdings, Inc. under EIN 20-3561796 and plan number 008. The latest loaded filing year is 2023. The filing reports 543 participants and $59,412,588 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,412,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,412,588
- Net assets (BOY)
- $51,812,344
Income & contributions
- Employer contributions
- $2,332,052
- Participant contributions
- $2,172,061
- Total contributions
- $4,525,718
- Total income / additions
- $13,054,833
Expenses & distributions
- Benefits paid
- $5,154,470
- Administrative expenses
- $39,380
- Total expenses
- $5,193,850
- Net increase / (decrease)
- $7,860,983