2023 Form 5500 filing — Cemetery Employer Association Union Pension 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 20240927102449NAL0001136611001) for Cemetery Employer Association Union Pension Plan, reported by Cemetery Employer Association Union Pension Plan Trustees under EIN 05-0531461 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927102449NAL0001136611001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cemetery Employer Association Union Pension Plan Trustees
- EIN
- 05-0531461
- Plan number
- 001
- Location
- Flushing, NY
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,299,086
- Total liabilities (EOY)
- $23,041
- Net assets (EOY)
- $4,276,045
- Employer contributions
- $139,084
- Total income / additions
- $607,944
- Benefits paid
- $189,500
- Administrative expenses
- $99,080
- Total expenses
- $288,580
- Net increase / (decrease)
- $319,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | CONTRACT ADMINISTRATOR | $38,584 | $0 |
| Nppg | NONE | $35,700 | not reported in the loaded dataset |
| Schulman Lobel | ACCOUNTANT | $16,500 | not reported in the loaded dataset |