Ua Local 125 Retirement Savings Plan — Form 5500 plan (Board Of Trustees Ua Local 125 Retirement Savings Plan)
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, Ua Local 125 Retirement Savings Plan is a benefit plan reported by Board Of Trustees Ua Local 125 Retirement Savings Plan under EIN 42-1497403 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,177 participants and $146,301,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ua Local 125 Retirement Savings Plan
- EIN
- 42-1497403
- Plan number
- 002
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 1,177
- End-of-year plan assets
- $146,301,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,177 | H, C | 20240814140516NAL0006541779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,301,058
- Total liabilities (EOY)
- $38,859
- Net assets (EOY)
- $146,262,199
- Net assets (BOY)
- $122,608,525
Income & contributions
- Employer contributions
- $5,477,259
- Participant contributions
- $3,883,114
- Total contributions
- $9,392,246
- Total income / additions
- $28,895,884
Expenses & distributions
- Benefits paid
- $5,012,953
- Administrative expenses
- $229,257
- Total expenses
- $5,242,210
- Net increase / (decrease)
- $23,653,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Investment Group Inc. | NONE | $76,250 | not reported in the loaded dataset | 2023 |
| Reinhart | NONE | $48,608 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $45,680 | not reported in the loaded dataset | 2023 |
| Eastern Iowa Fringe Benefits | AFFILIATE | $36,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ua Local 125 Retirement Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Meketa Investment Group Inc. — Schedule C compensation
- Reinhart — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Eastern Iowa Fringe Benefits — Schedule C compensation