2023 Form 5500 filing — Communications Workers Of America Savings And Retirement Trust
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 20241001211357NAL0003601827001) for Communications Workers Of America Savings And Retirement Trust, reported by The Board Of Trustees Of The Communications Workers Of America - under EIN 52-1137722 and plan number 002. It reports 10,735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001211357NAL0003601827001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Communications Workers Of America -
- EIN
- 52-1137722
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 10,735
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $400,519,607
- Total liabilities (EOY)
- $632,349
- Net assets (EOY)
- $399,887,258
- Employer contributions
- $9,054,097
- Participant contributions
- $12,089,481
- Total income / additions
- $86,268,347
- Benefits paid
- $26,927,850
- Administrative expenses
- $1,211,790
- Total expenses
- $28,101,809
- Net increase / (decrease)
- $58,166,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Calibre Cpa Group Pllc | NONE | $152,352 | not reported in the loaded dataset |
| Slevin And Hart | NONE | $84,879 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $75,000 | not reported in the loaded dataset |
| Ann Zinsser | NONE | $45,652 | not reported in the loaded dataset |