Tcu Staff 401(K) Plan — Form 5500 plan (Nat'L Union Of The Transportation Communications Union /Iam)
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, Tcu Staff 401(K) Plan is a benefit plan reported by Nat'L Union Of The Transportation Communications Union /Iam under EIN 31-6000450 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $16,290,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nat'L Union Of The Transportation Communications Union /Iam
- EIN
- 31-6000450
- Plan number
- 002
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $16,290,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240910080219NAL0003344259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,290,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,290,312
- Net assets (BOY)
- $15,953,458
Income & contributions
- Employer contributions
- $121,061
- Participant contributions
- $553,452
- Total contributions
- $712,743
- Total income / additions
- $3,310,321
Expenses & distributions
- Benefits paid
- $2,973,467
- Administrative expenses
- $0
- Total expenses
- $2,973,467
- Net increase / (decrease)
- $336,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Planners & Administrator | RECORDKEEPER | $6,277 | $19,369 | 2023 |
| Osage Pacific Advisers, Inc | FINANCIAL ADVISOR | $6,277 | not reported in the loaded dataset | 2023 |