Brotherhood Of Locomotive Engineers And Trainmen 4 For Employees Of Conrail Saa — Form 5500 plan (Conrail Saa/Csxt Northern District General Committee Of Adjustment)

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, Brotherhood Of Locomotive Engineers And Trainmen 4 For Employees Of Conrail Saa is a benefit plan reported by Conrail Saa/Csxt Northern District General Committee Of Adjustment under EIN 35-1079357 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,476 participants and $18,309,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conrail Saa/Csxt Northern District General Committee Of Adjustment
EIN
35-1079357
Plan number
001
Plan type
2
Location
West Seneca, NY
Latest filing year
2023
Participants
3,476
End-of-year plan assets
$18,309,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,476H, C20241014132624NAL0052425554003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,309,651
Total liabilities (EOY)
$6,250
Net assets (EOY)
$18,303,401
Net assets (BOY)
$15,153,619

Income & contributions

Employer contributions
$172,465
Participant contributions
$1,127,207
Total contributions
$1,299,672
Total income / additions
$3,583,187

Expenses & distributions

Benefits paid
$378,506
Administrative expenses
$32,962
Total expenses
$433,405
Net increase / (decrease)
$3,149,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner SmithRECORDKEEPER$32,993$24,2522023

Related Form 5500 pages