2023 Form 5500 filing — Local 1102 401(K) 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 20240716133734NAL0001607043002) for Local 1102 401(K) Retirement Plan, reported by Local 1102 401(K) Retirement Plan under EIN 11-6149563 and plan number 001. It reports 2,392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716133734NAL0001607043002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1102 401(K) Retirement Plan
- EIN
- 11-6149563
- Plan number
- 001
- Location
- Woodbury, NY
- Participants
- 2,392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,819,818
- Total liabilities (EOY)
- $87,732
- Net assets (EOY)
- $18,732,086
- Employer contributions
- $1,530,160
- Participant contributions
- $725,600
- Total income / additions
- $4,518,062
- Benefits paid
- $1,604,401
- Administrative expenses
- $449,074
- Total expenses
- $2,053,475
- Net increase / (decrease)
- $2,464,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $125,074 | $55,816 |
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $158,976 | not reported in the loaded dataset |
| Local 1102 Retirement Trust | AFFILIATED BENEFIT FUND | $88,771 | not reported in the loaded dataset |
| Rothman, Rocco, Laruffa, Llp | NONE | $26,238 | not reported in the loaded dataset |
| Berdon Llp | NONE | $17,514 | not reported in the loaded dataset |
| Que Graphics & Communications | NONE | $5,584 | not reported in the loaded dataset |