Laborers' International Union Of North America Local Union No. 616 Dc Retirement Plan — Form 5500 plan (Liuna 616 Dc Retirement Plan)
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, Laborers' International Union Of North America Local Union No. 616 Dc Retirement Plan is a benefit plan reported by Liuna 616 Dc Retirement Plan under EIN 20-5272985 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,799 participants and $9,144,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liuna 616 Dc Retirement Plan
- EIN
- 20-5272985
- Plan number
- 002
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 1,799
- End-of-year plan assets
- $9,144,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,799 | H, C | 20241014083722NAL0051574034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,144,682
- Total liabilities (EOY)
- $49,028
- Net assets (EOY)
- $9,095,654
- Net assets (BOY)
- $5,717,514
Income & contributions
- Employer contributions
- $3,532,766
- Total contributions
- $3,532,766
- Total income / additions
- $4,362,593
Expenses & distributions
- Benefits paid
- $670,065
- Administrative expenses
- $314,388
- Total expenses
- $984,453
- Net increase / (decrease)
- $3,378,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Riversedge Advan. Retire. Solutions | NONE | $211,402 | not reported in the loaded dataset | 2023 |
| Beacon Administrators & Consultants | NONE | $51,466 | not reported in the loaded dataset | 2023 |
| United Bank | NONE | $30,805 | not reported in the loaded dataset | 2023 |
| Gray Griffith & Mays A.C. | NONE | $11,100 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $5,205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liuna 616 Dc Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Riversedge Advan. Retire. Solutions — Schedule C compensation
- Beacon Administrators & Consultants — Schedule C compensation
- United Bank — Schedule C compensation
- Gray Griffith & Mays A.C. — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation