Service Employees International Union Local 1 Cleveland Pension Plan — Form 5500 plan (Board Of Trustees Of Service Employees International Union Local)
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, Service Employees International Union Local 1 Cleveland Pension Plan is a benefit plan reported by Board Of Trustees Of Service Employees International Union Local under EIN 34-6666717 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,589 participants and $15,425,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Service Employees International Union Local
- EIN
- 34-6666717
- Plan number
- 001
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,589
- End-of-year plan assets
- $15,425,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,589 | H, C | 20241016200044NAL0031049009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,425,746
- Total liabilities (EOY)
- $58,437
- Net assets (EOY)
- $15,367,309
- Net assets (BOY)
- $14,444,181
Income & contributions
- Employer contributions
- $817,547
- Total contributions
- $817,547
- Total income / additions
- $2,340,523
Expenses & distributions
- Benefits paid
- $1,122,902
- Administrative expenses
- $294,493
- Total expenses
- $1,417,395
- Net increase / (decrease)
- $923,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Donald J. Lowe Associates, Inc. | not reported in the loaded dataset | $73,690 | not reported in the loaded dataset | 2023 |
| Cuni, Rust And Strenk | not reported in the loaded dataset | $38,900 | not reported in the loaded dataset | 2023 |
| Andco Consulting | not reported in the loaded dataset | $29,082 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $28,479 | not reported in the loaded dataset | 2023 |
| Allotta Farley Co., Lpa | not reported in the loaded dataset | $18,116 | not reported in the loaded dataset | 2023 |
| Us Bank Na | not reported in the loaded dataset | $18,009 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Service Employees International Union Local
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Donald J. Lowe Associates, Inc. — Schedule C compensation
- Cuni, Rust And Strenk — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Allotta Farley Co., Lpa — Schedule C compensation
- Us Bank Na — Schedule C compensation