Amalgamated Transit Union National 401(K) Pension Plan — Form 5500 plan (Board Of Trustees Of The Amalgamated Transit Union)
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, Amalgamated Transit Union National 401(K) Pension Plan is a benefit plan reported by Board Of Trustees Of The Amalgamated Transit Union under EIN 52-2059290 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,608 participants and $230,728,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Amalgamated Transit Union
- EIN
- 52-2059290
- Plan number
- 001
- Plan type
- 1
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 18,608
- End-of-year plan assets
- $230,728,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,608 | H, C | 20241015172001NAL0050647728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $230,728,240
- Total liabilities (EOY)
- $16,889
- Net assets (EOY)
- $230,711,351
- Net assets (BOY)
- $192,483,104
Income & contributions
- Employer contributions
- $13,440,820
- Participant contributions
- $15,061,201
- Total contributions
- $29,445,488
- Total income / additions
- $61,465,529
Expenses & distributions
- Benefits paid
- $22,574,785
- Administrative expenses
- $662,497
- Total expenses
- $23,237,282
- Net increase / (decrease)
- $38,228,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quorum Consulting Group | RECORDKEEPER | $513,150 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $62,751 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | LEGAL | $37,498 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | ACCOUNTANT | $21,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Amalgamated Transit Union
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Quorum Consulting Group — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation