Communications Workers Of America Adjustable Pension Plan — 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 Adjustable Pension Plan is a benefit plan reported by Communications Workers Of America, Afl-Cio, Clc under EIN 53-0246709 and plan number 002. The latest loaded filing year is 2023. The filing reports 481 participants and $22,937,213 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
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
481
End-of-year plan assets
$22,937,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023481H, C20241009091855NAL0010469187004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,937,213
Total liabilities (EOY)
$23,286
Net assets (EOY)
$22,913,927
Net assets (BOY)
$17,216,090

Income & contributions

Employer contributions
$4,211,804
Total contributions
$4,211,804
Total income / additions
$6,263,136

Expenses & distributions

Benefits paid
$339,191
Administrative expenses
$189,364
Total expenses
$528,555
Net increase / (decrease)
$5,734,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CheironNONE$69,300not reported in the loaded dataset2023
Slevin & Hart, P.C.NONE$23,671not reported in the loaded dataset2023
Segal Advisors, Inc.NONE$17,200not reported in the loaded dataset2023
Calibre Cpa GroupNONE$15,750not reported in the loaded dataset2023

Related Form 5500 pages