U. A. Local 350 Retirement Trust — Form 5500 plan (Board Of Trustees Of The U. A. Local 350 Retirement Trust)
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, U. A. Local 350 Retirement Trust is a benefit plan reported by Board Of Trustees Of The U. A. Local 350 Retirement Trust under EIN 88-0214223 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,173 participants and $38,222,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The U. A. Local 350 Retirement Trust
- EIN
- 88-0214223
- Plan number
- 001
- Plan type
- 1
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 1,173
- End-of-year plan assets
- $38,222,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,173 | H, C | 20241014212030NAL0027184097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,222,233
- Total liabilities (EOY)
- $6,443
- Net assets (EOY)
- $38,215,790
- Net assets (BOY)
- $32,267,000
Income & contributions
- Employer contributions
- $1,326,707
- Participant contributions
- $733,630
- Total contributions
- $2,060,337
- Total income / additions
- $7,743,444
Expenses & distributions
- Benefits paid
- $1,583,287
- Administrative expenses
- $211,367
- Total expenses
- $1,794,654
- Net increase / (decrease)
- $5,948,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administrators, Inc. | NONE | $102,503 | not reported in the loaded dataset | 2023 |
| Berry & Co, Cpa'S Ltd | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $16,423 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $8,067 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $5,664 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The U. A. Local 350 Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Reno, NV
- Benefit Plan Administrators, Inc. — Schedule C compensation
- Berry & Co, Cpa'S Ltd — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation