2023 Form 5500 filing — United Steelworkers Local 286 Severance/401 (K) 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 20240913174118NAL0011991153001) for United Steelworkers Local 286 Severance/401 (K) Plan, reported by United Steelworkers Local 286 Severance/ 401(K) Plan under EIN 23-2059315 and plan number 002. It reports 2,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913174118NAL0011991153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Steelworkers Local 286 Severance/ 401(K) Plan
- EIN
- 23-2059315
- Plan number
- 002
- Location
- Philadlephia, PA
- Participants
- 2,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,199,561
- Total liabilities (EOY)
- $29,401
- Net assets (EOY)
- $37,170,160
- Employer contributions
- $2,492,562
- Participant contributions
- $710,144
- Total income / additions
- $8,130,906
- Benefits paid
- $2,749,302
- Administrative expenses
- $688,099
- Total expenses
- $3,698,201
- Net increase / (decrease)
- $4,432,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usw District 10 Local 286 Union | SPONSORING LABOR ORG. | $386,907 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $106,411 | $0 |
| Carlo Simone, Iii | EMPLOYEE | $0 | $93,246 |
| Novak Francella LLC | NONE | $44,625 | not reported in the loaded dataset |
| Spear Wilderman, P.C. | NONE | $25,000 | not reported in the loaded dataset |
| Littler Mendelson, P.C. | NONE | $25,000 | not reported in the loaded dataset |
| Foster & Foster, Inc. | NONE | $20,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $12,500 | not reported in the loaded dataset |
| Xpan Law Partners, LLC | NONE | $8,735 | not reported in the loaded dataset |
| National Financial Services | NONE | $0 | $0 |