2023 Form 5500 filing — Culinary Workers Local 226 Retirement Savings 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 20240920134030NAL0013212816001) for Culinary Workers Local 226 Retirement Savings Plan, reported by Culinary Workers Local 226 under EIN 88-0028065 and plan number 002. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.9MReported net assets$8,878,801
Participants159
Provider compensation$65.3K5 Schedule C row(s)$65,345
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920134030NAL0013212816001
- Plan sponsor
- Culinary Workers Local 226
- EIN
- 88-0028065
- Plan number
- 002
- Location
- Las Vegas, NV
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,878,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,878,801
- Employer contributions
- $272,826
- Participant contributions
- $338,566
- Total income / additions
- $1,692,966
- Benefits paid
- $445,841
- Administrative expenses
- $32,116
- Total expenses
- $477,957
- Net increase / (decrease)
- $1,215,009
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $38,307 | not reported in the loaded dataset |
| Investment Management Consultants | NONE | $16,083 | not reported in the loaded dataset |
| Marsh& Mclennan Agency LLC | NONE | $9,489 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $1,466 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |