Plan5500

Communication Workers Of America Local 7777 Death & Service Plan — Form 5500 plan (Board Of Trustees Of Cwa Loc. 7777 Death And Service Benefit Plan)

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, Communication Workers Of America Local 7777 Death & Service Plan is a benefit plan reported by Board Of Trustees Of Cwa Loc. 7777 Death And Service Benefit Plan under EIN 74-2164408 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,036 participants and $2,412,089 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Cwa Loc. 7777 Death And Service Benefit Plan
EIN
74-2164408
Plan number
501
Plan type
2
Location
Lakewood, CO
Latest filing year
2023
Participants
5,036
End-of-year plan assets
$2,412,089

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,036H, C20250402133007NAL0013375200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,412,089
Total liabilities (EOY)
$1,350
Net assets (EOY)
$2,410,739
Net assets (BOY)
$2,008,186

Income & contributions

Total income / additions
$485,903

Expenses & distributions

Benefits paid
$40,100
Administrative expenses
$43,250
Total expenses
$83,350
Net increase / (decrease)
$402,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo AdvisorsNONE$25,476not reported in the loaded dataset2023
Baratz & Associates, P.A.NONE$11,375not reported in the loaded dataset2023

Related Form 5500 pages