Retail Wholesale Dept Store Union Local 1034 Health And Welfare — Form 5500 plan (Retail Wholesale Dept Store Union Local 1034 Health And Welfare 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, Retail Wholesale Dept Store Union Local 1034 Health And Welfare is a benefit plan reported by Retail Wholesale Dept Store Union Local 1034 Health And Welfare Plan under EIN 23-7105550 and plan number 501. The latest loaded filing year is 2023. The filing reports 311 participants and $974,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retail Wholesale Dept Store Union Local 1034 Health And Welfare Plan
- EIN
- 23-7105550
- Plan number
- 501
- Plan type
- 1
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $974,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20240821134215NAL0007066352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $974,447
- Total liabilities (EOY)
- $20,321
- Net assets (EOY)
- $954,126
- Net assets (BOY)
- $1,077,031
Income & contributions
- Employer contributions
- $1,446,645
- Total contributions
- $1,446,645
- Total income / additions
- $1,510,823
Expenses & distributions
- Benefits paid
- $1,526,697
- Administrative expenses
- $107,031
- Total expenses
- $1,633,728
- Net increase / (decrease)
- -$122,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| O Neill Employee Benefits | NONE | $16,968 | not reported in the loaded dataset | 2023 |
| Chernow Kurtzman And Company, P.C. | NONE | $12,250 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $12,089 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $3,050 | not reported in the loaded dataset | 2023 |
| Pfm Advisors | NONE | $2,161 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retail Wholesale Dept Store Union Local 1034 Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wayne, PA
- O Neill Employee Benefits — Schedule C compensation
- Chernow Kurtzman And Company, P.C. — Schedule C compensation
- Spear Wilderman — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Pfm Advisors — Schedule C compensation