Plan5500

Retirement Plan For Officers,Business Reps And Office Employees Of Local 464a — Form 5500 plan (United Food And Commercial Workers International Union Local 464a)

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, Retirement Plan For Officers,Business Reps And Office Employees Of Local 464a is a benefit plan reported by United Food And Commercial Workers International Union Local 464a under EIN 22-1435504 and plan number 002. The latest loaded filing year is 2023. The filing reports 100 participants and $13,238,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Food And Commercial Workers International Union Local 464a
EIN
22-1435504
Plan number
002
Plan type
2
Location
Little Falls, NJ
Latest filing year
2023
Participants
100
End-of-year plan assets
$13,238,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023100H, C20240729150532NAL0041411426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,238,491
Net assets (EOY)
$13,238,491
Net assets (BOY)
$11,634,712

Income & contributions

Employer contributions
$396,215
Total contributions
$396,215
Total income / additions
$2,582,016

Expenses & distributions

Benefits paid
$862,384
Administrative expenses
$115,853
Total expenses
$978,237
Net increase / (decrease)
$1,603,779

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Principal BankNONE$29,391not reported in the loaded dataset2023

Related Form 5500 pages