Dealers-Unions Insurance Fund — Form 5500 plan (Board Of Trustees Of Dealers-Unions Insurance Fund)
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, Dealers-Unions Insurance Fund is a benefit plan reported by Board Of Trustees Of Dealers-Unions Insurance Fund under EIN 34-6529808 and plan number 501. The latest loaded filing year is 2023. The filing reports 194 participants and $1,652,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Dealers-Unions Insurance Fund
- EIN
- 34-6529808
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $1,652,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20250814133022NAL0005437795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,652,194
- Total liabilities (EOY)
- $42,076
- Net assets (EOY)
- $1,610,118
- Net assets (BOY)
- $1,673,779
Income & contributions
- Employer contributions
- $3,368,613
- Participant contributions
- $52,686
- Total contributions
- $3,421,299
- Total income / additions
- $3,421,299
Expenses & distributions
- Benefits paid
- $3,403,154
- Administrative expenses
- $81,806
- Total expenses
- $3,484,960
- Net increase / (decrease)
- -$63,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators, Inc. | NONE | $47,530 | not reported in the loaded dataset | 2023 |
| Maloney & Novotny LLC | NONE | $20,442 | not reported in the loaded dataset | 2023 |