What is the latest Form 5500 filing year for The Board Of Trustees Of The Union Individual Account Retirement Fund?

The latest loaded Form 5500 filing year for The Board Of Trustees Of The Union Individual Account Retirement Fund is 2023.

The Board Of Trustees Of The Union Individual Account Retirement Fund — Form 5500 filings & benefit plans

Q: What is the EIN for The Board Of Trustees Of The Union Individual Account Retirement Fund?

The Employer Identification Number (EIN) reported for The Board Of Trustees Of The Union Individual Account Retirement Fund is 39-1318667.

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, The Board Of Trustees Of The Union Individual Account Retirement Fund (EIN 39-1318667) is a plan sponsor located in Milwaukee, WI 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: 39-1318667
Location: Milwaukee, WI
Loaded plans: 1
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $279,901,822
Total reported liabilities (EOY): $146,633
Total reported net assets (EOY): $279,755,189

Contributions & income

Employer contributions: $22,877,964
Participant contributions: $523,637
Total income / additions: $50,541,041

Expenses & distributions

Benefits paid / distributions: $18,483,742
Total expenses: $19,662,526
Net increase / (decrease): $30,878,515

Coverage

Total reported participants: 3,431
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

The Board Of Trustees Of The Union Individual Account Retirement Fund plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Union Individual Account Retirement Fund	002	3,431	$279,901,822	2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Board Of Trustees Of The Union Individual Account Retirement Fund
Year	Plan	Participants	Schedules	Filing
2023	Union Individual Account Retirement Fund	3,431	H, C	20241015195910NAL0017150451001