Retail Wholesale And Department Store Union Staff Retirement Plan — Form 5500 plan (Committee Of The Retail Wholesale & Department Store Union Afl-Cio)
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, Retail Wholesale And Department Store Union Staff Retirement Plan is a benefit plan reported by Committee Of The Retail Wholesale & Department Store Union Afl-Cio under EIN 51-6041432 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $36,829,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Committee Of The Retail Wholesale & Department Store Union Afl-Cio
- EIN
- 51-6041432
- Plan number
- 001
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $36,829,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241008110839NAL0017441057003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,829,046
- Net assets (EOY)
- $36,829,046
- Net assets (BOY)
- $31,374,104
Income & contributions
- Employer contributions
- $1,437,923
- Participant contributions
- $733,041
- Total contributions
- $2,170,964
- Total income / additions
- $7,826,226
Expenses & distributions
- Benefits paid
- $2,261,698
- Administrative expenses
- $109,586
- Total expenses
- $2,371,284
- Net increase / (decrease)
- $5,454,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mazars Usa Llp | NONE | $38,357 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co | NONE | $36,882 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $21,715 | not reported in the loaded dataset | 2023 |
| Palmer-Tanno Agency, Inc. | NONE | $8,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Committee Of The Retail Wholesale & Department Store Union Afl-Cio
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mazars Usa Llp — Schedule C compensation
- Western Asset Management Co — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Palmer-Tanno Agency, Inc. — Schedule C compensation