United Workers Pension Fund — Form 5500 plan (Board Of Trustees Of United Workers Pension Fund)
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 Workers Pension Fund is a benefit plan reported by Board Of Trustees Of United Workers Pension Fund under EIN 84-1655235 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,079 participants and $17,505,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United Workers Pension Fund
- EIN
- 84-1655235
- Plan number
- 001
- Plan type
- 1
- Location
- Uniondale, NY
- Latest filing year
- 2023
- Participants
- 1,079
- End-of-year plan assets
- $17,505,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,079 | H, C | 20250529141007NAL0004864563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,505,022
- Total liabilities (EOY)
- $70,035
- Net assets (EOY)
- $17,434,987
- Net assets (BOY)
- $13,481,960
Income & contributions
- Employer contributions
- $2,228,355
- Participant contributions
- $331,984
- Total contributions
- $2,560,339
- Total income / additions
- $5,122,172
Expenses & distributions
- Benefits paid
- $999,035
- Administrative expenses
- $170,110
- Total expenses
- $1,169,145
- Net increase / (decrease)
- $3,953,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Grp | RECORDKEEPER | $74,060 | $0 | 2023 |
| Mccarthy & Preece Pllc | ATTORNEY | $36,000 | $0 | 2023 |
| Buchbinder Tunick & Co LLC | AUDITOR | $22,000 | $0 | 2023 |
| Andrew Fair, Esq | TRUSTEE | $14,400 | $0 | 2023 |
| Dickinson Group LLC | RECORDKEEPER | $11,430 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United Workers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Uniondale, NY
- Usi Consulting Grp — Schedule C compensation
- Mccarthy & Preece Pllc — Schedule C compensation
- Buchbinder Tunick & Co LLC — Schedule C compensation
- Andrew Fair, Esq — Schedule C compensation
- Dickinson Group LLC — Schedule C compensation