United Steelworkers Local 286 Severance/401 (K) Plan — Form 5500 plan (United Steelworkers Local 286 Severance/ 401(K) 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, United Steelworkers Local 286 Severance/401 (K) Plan is a benefit plan reported by United Steelworkers Local 286 Severance/ 401(K) Plan under EIN 23-2059315 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,601 participants and $37,199,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Steelworkers Local 286 Severance/ 401(K) Plan
- EIN
- 23-2059315
- Plan number
- 002
- Plan type
- 1
- Location
- Philadlephia, PA
- Latest filing year
- 2023
- Participants
- 2,601
- End-of-year plan assets
- $37,199,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,601 | H, C | 20240913174118NAL0011991153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,199,561
- Total liabilities (EOY)
- $29,401
- Net assets (EOY)
- $37,170,160
- Net assets (BOY)
- $32,737,455
Income & contributions
- Employer contributions
- $2,492,562
- Participant contributions
- $710,144
- Total contributions
- $3,202,809
- Total income / additions
- $8,130,906
Expenses & distributions
- Benefits paid
- $2,749,302
- Administrative expenses
- $688,099
- Total expenses
- $3,698,201
- Net increase / (decrease)
- $4,432,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usw District 10 Local 286 Union | SPONSORING LABOR ORG. | $386,907 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $106,411 | $0 | 2023 |
| Carlo Simone, Iii | EMPLOYEE | $0 | $93,246 | 2023 |
| Novak Francella LLC | NONE | $44,625 | not reported in the loaded dataset | 2023 |
| Spear Wilderman, P.C. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, P.C. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Xpan Law Partners, LLC | NONE | $8,735 | not reported in the loaded dataset | 2023 |
| National Financial Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Steelworkers Local 286 Severance/ 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadlephia, PA
- Usw District 10 Local 286 Union — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Carlo Simone, Iii — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Spear Wilderman, P.C. — Schedule C compensation
- Littler Mendelson, P.C. — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Xpan Law Partners, LLC — Schedule C compensation
- National Financial Services — Schedule C compensation