Communications Workers Of America Savings And Retirement Trust — Form 5500 plan (The Board Of Trustees Of The Communications Workers Of America -)
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, Communications Workers Of America Savings And Retirement Trust is a benefit plan reported by The Board Of Trustees Of The Communications Workers Of America - under EIN 52-1137722 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,735 participants and $400,519,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Communications Workers Of America -
- EIN
- 52-1137722
- Plan number
- 002
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 10,735
- End-of-year plan assets
- $400,519,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,735 | H, C | 20241001211357NAL0003601827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $400,519,607
- Total liabilities (EOY)
- $632,349
- Net assets (EOY)
- $399,887,258
- Net assets (BOY)
- $341,720,720
Income & contributions
- Employer contributions
- $9,054,097
- Participant contributions
- $12,089,481
- Total contributions
- $22,806,536
- Total income / additions
- $86,268,347
Expenses & distributions
- Benefits paid
- $26,927,850
- Administrative expenses
- $1,211,790
- Total expenses
- $28,101,809
- Net increase / (decrease)
- $58,166,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Calibre Cpa Group Pllc | NONE | $152,352 | not reported in the loaded dataset | 2023 |
| Slevin And Hart | NONE | $84,879 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Ann Zinsser | NONE | $45,652 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Communications Workers Of America -
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Calibre Cpa Group Pllc — Schedule C compensation
- Slevin And Hart — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Ann Zinsser — Schedule C compensation