Plan5500

Opeiu Local 494-Uaw Employees 401(K) Plan — Form 5500 plan (International Union, Uaw)

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, Opeiu Local 494-Uaw Employees 401(K) Plan is a benefit plan reported by International Union, Uaw under EIN 38-0679801 and plan number 007. The latest loaded filing year is 2023. The filing reports 371 participants and $18,647,796 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.6MPlan net assets, end of year$18,647,796
Participants371Covered participants reported
Assets / participant$50.3KComputed: assets ÷ participants$50,264 (computed)
Provider compensation$5.5K1 Schedule C provider row(s)$5,550
Plan sponsor
International Union, Uaw
EIN
38-0679801
Plan number
007
Plan type
2
Location
Detroit, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    371 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.6M total assets
Net assets$18.6MLiabilities—
Money in vs. money out
Total income / additions$4.5M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$297.4K
Participant$859.8K
Full reported line items

Net assets

Total assets (EOY)
$18,647,796
Net assets (EOY)
$18,647,796
Net assets (BOY)
$16,468,515

Income & contributions

Employer contributions
$297,429
Participant contributions
$859,773
Total contributions
$1,182,954
Total income / additions
$4,456,357

Expenses & distributions

Benefits paid
$2,266,291
Administrative expenses
$9,927
Total expenses
$2,277,076
Net increase / (decrease)
$2,179,281
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments-Institutional$5.5K
    RECORDKEEPER · Direct $5.5K · Indirect $0

Related Form 5500 pages