Plan5500

Local 305 National Post Office Mail Handlers Watchmen Messengers Scholarship Plan — Form 5500 plan (Local 305 National Post Office Mail Handlers Watchmen Messengers)

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, Local 305 National Post Office Mail Handlers Watchmen Messengers Scholarship Plan is a benefit plan reported by Local 305 National Post Office Mail Handlers Watchmen Messengers under EIN 54-0934204 and plan number 504. The latest loaded filing year is 2023. The filing reports 3,164 participants and $1,340,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Local 305 National Post Office Mail Handlers Watchmen Messengers
EIN
54-0934204
Plan number
504
Plan type
2
Location
Richmon, VA
Latest filing year
2023
Participants
3,164
End-of-year plan assets
$1,340,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,164H, C20241015194256NAL0029519873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,340,483
Total liabilities (EOY)
$0
Net assets (EOY)
$1,340,483
Net assets (BOY)
$1,183,350

Income & contributions

Total contributions
$0
Total income / additions
$223,090

Expenses & distributions

Benefits paid
$35,000
Administrative expenses
$30,957
Total expenses
$65,957
Net increase / (decrease)
$157,133

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bolton Partners Consulting GroupNONE$5,837not reported in the loaded dataset2023
Needles & Associates, LLCNONE$5,600not reported in the loaded dataset2023
Larry PattersonNONE$5,600not reported in the loaded dataset2023
Dwight BurnsideNONE$5,600not reported in the loaded dataset2023

Related Form 5500 pages