Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan — 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, Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan (EIN 51-6117726) is a plan sponsor located in Atlanta, GA 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
51-6117726
Location
Atlanta, GA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,088,708,525
Total reported liabilities (EOY)
$16,527,549
Total reported net assets (EOY)
$2,072,180,976

Contributions & income

Employer contributions
$141,733,709
Total income / additions
$411,832,764

Expenses & distributions

Benefits paid / distributions
$146,093,299
Total expenses
$151,036,479
Net increase / (decrease)
$260,796,285

Coverage

Total reported participants
12,605
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

Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan00112,605$2,088,708,5252023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan
YearPlanParticipantsSchedulesFiling
2023Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan12,605H, C20241015144123NAL0048453824003

Related Form 5500 pages