2023 Form 5500 filing — Storeworkers Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716122658NAL0001741235001) for Storeworkers Retirement Plan, reported by Local 1102 Storeworkers Retirement Fund under EIN 13-6415958 and plan number 001. It reports 928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716122658NAL0001741235001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1102 Storeworkers Retirement Fund
- EIN
- 13-6415958
- Plan number
- 001
- Location
- Woodbury, NY
- Participants
- 928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,698,326
- Total liabilities (EOY)
- $77,830
- Net assets (EOY)
- $18,620,496
- Employer contributions
- $3,336
- Total income / additions
- $2,676,465
- Benefits paid
- $548,566
- Administrative expenses
- $382,746
- Total expenses
- $931,312
- Net increase / (decrease)
- $1,745,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $103,846 | not reported in the loaded dataset |
| C.S. Mckee | NONE | $78,719 | $307 |
| Local 1102 Retirement Trust | AFFILIATED FUND | $52,697 | not reported in the loaded dataset |
| Berdon Llp | NONE | $24,082 | not reported in the loaded dataset |
| Dahab Associates | NONE | $22,500 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | NONE | $17,500 | not reported in the loaded dataset |
| Rothman, Rocco, Laruffa, Llp | NONE | $13,758 | not reported in the loaded dataset |