Plan5500

New Development Holdings, LLC Union Retirement Plan — Form 5500 plan (New Development Holdings, LLC)

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, New Development Holdings, LLC Union Retirement Plan is a benefit plan reported by New Development Holdings, LLC under EIN 27-0509754 and plan number 001. The latest loaded filing year is 2023. The filing reports 101 participants and $26,549,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Development Holdings, LLC
EIN
27-0509754
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
101
End-of-year plan assets
$26,549,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023101H, C20241003144116NAL0017246496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,549,246
Total liabilities (EOY)
$0
Net assets (EOY)
$26,549,246
Net assets (BOY)
$25,687,136

Income & contributions

Total contributions
$0
Total income / additions
$2,725,641

Expenses & distributions

Benefits paid
$1,723,775
Administrative expenses
$139,756
Total expenses
$1,863,531
Net increase / (decrease)
$862,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting Inc.NONE$98,903not reported in the loaded dataset2023
U.S. Bank National AssociationNONE$14,472$02023
Pwc Advisory LLCNONE$10,500not reported in the loaded dataset2023
Fidelity Inst Asset Mgmt Trust Co.NONE$6,185$02023

Related Form 5500 pages