2023 Form 5500 filing — United Optical Workers Local 408 Pension Fund
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 20240722140201NAL0006439635003) for United Optical Workers Local 408 Pension Fund, reported by Board Of Trustees United Optical under EIN 13-1913618 and plan number 001. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722140201NAL0006439635003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees United Optical
- EIN
- 13-1913618
- Plan number
- 001
- Location
- New York, NY
- Participants
- 463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,042
- Total liabilities (EOY)
- $8,500
- Net assets (EOY)
- $110,542
- Total income / additions
- $454,027
- Benefits paid
- $363,445
- Administrative expenses
- $110,966
- Total expenses
- $474,411
- Net increase / (decrease)
- -$20,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta And Company, Inc | NONE | $90,000 | not reported in the loaded dataset |
| Gould, Kobrick & Schlapp, P.C. | NONE | $8,500 | not reported in the loaded dataset |