United Association Local 322 Annuity Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Association Local 322 Annuity Fund (EIN 22-2708962) is a plan sponsor located in Hammonton, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-2708962
Location
Hammonton, NJ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$139,611,267
Total reported liabilities (EOY)
$48,545
Total reported net assets (EOY)
$139,562,722

Contributions & income

Employer contributions
$8,418,646
Total income / additions
$22,252,011

Expenses & distributions

Benefits paid / distributions
$12,254,050
Total expenses
$12,602,789
Net increase / (decrease)
$9,649,222

Coverage

Total reported participants
2,425
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

United Association Local 322 Annuity Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
U A Local 322 Annuity Fund0012,425$139,611,2672023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for United Association Local 322 Annuity Fund
YearPlanParticipantsSchedulesFiling
2023U A Local 322 Annuity Fund2,425H, C20250203091156NAL0006587953001

Related Form 5500 pages