Communications Workers Of America Plan For Employees' Pensions — Form 5500 plan (Communications Workers Of America, Afl-Cio, Clc)

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 Plan For Employees' Pensions is a benefit plan reported by Communications Workers Of America, Afl-Cio, Clc under EIN 53-0246709 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $125,016,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Communications Workers Of America, Afl-Cio, Clc
EIN
53-0246709
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
609
End-of-year plan assets
$125,016,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20250302191611NAL0007334624001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$125,016,867
Total liabilities (EOY)
$65,753
Net assets (EOY)
$124,951,114
Net assets (BOY)
$121,003,559

Income & contributions

Employer contributions
$4,000,000
Total contributions
$4,000,000
Total income / additions
$17,143,948

Expenses & distributions

Benefits paid
$12,238,288
Administrative expenses
$994,849
Total expenses
$13,233,137
Net increase / (decrease)
$3,910,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Segal Marco Advisors, Inc.NONE$111,332not reported in the loaded dataset2023
Cheiron, Inc.NONE$77,172not reported in the loaded dataset2023
American Realty AdvisorsNONE$76,948not reported in the loaded dataset2023
Calibre Cpa Group PllcNONE$46,900not reported in the loaded dataset2023
Newtower Trust CompanyNONE$30,890not reported in the loaded dataset2023
Slevin & Hart, PcNONE$27,502not reported in the loaded dataset2023
Truist BankNONE$20,290$02023

Related Form 5500 pages