United Steelworkers Local 14614 Supplemental Annuity Plan — Form 5500 plan (United Steelworkers Local 14614 Supplemental Ann Board Of Trustees)
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, United Steelworkers Local 14614 Supplemental Annuity Plan is a benefit plan reported by United Steelworkers Local 14614 Supplemental Ann Board Of Trustees under EIN 55-0549322 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,122 participants and $7,581,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Steelworkers Local 14614 Supplemental Ann Board Of Trustees
- EIN
- 55-0549322
- Plan number
- 002
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,122
- End-of-year plan assets
- $7,581,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,122 | H, C | 20241015150012NAL0030067809002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,581,907
- Total liabilities (EOY)
- $14,104
- Net assets (EOY)
- $7,567,803
- Net assets (BOY)
- $6,944,822
Income & contributions
- Employer contributions
- $651,492
- Total contributions
- $651,492
- Total income / additions
- $1,552,871
Expenses & distributions
- Benefits paid
- $682,875
- Administrative expenses
- $128,999
- Total expenses
- $929,890
- Net increase / (decrease)
- $622,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Solutions Inc. | RECORDKEEPER | $64,416 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT MANAGER | $24,040 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $18,266 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $5,016 | not reported in the loaded dataset | 2023 |
| Genesis Benefit Solutions Inc. | CONSULTANT | $4,596 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Steelworkers Local 14614 Supplemental Ann Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Benefit Solutions Inc. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Umr — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Genesis Benefit Solutions Inc. — Schedule C compensation