2023 Form 5500 filing — Retail Wholesale And Department Store Union Staff Retirement 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 20241008110839NAL0017441057003) for Retail Wholesale And Department Store Union Staff Retirement Plan, reported by Committee Of The Retail Wholesale & Department Store Union Afl-Cio under EIN 51-6041432 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110839NAL0017441057003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Committee Of The Retail Wholesale & Department Store Union Afl-Cio
- EIN
- 51-6041432
- Plan number
- 001
- Location
- New York, NY
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,829,046
- Net assets (EOY)
- $36,829,046
- Employer contributions
- $1,437,923
- Participant contributions
- $733,041
- Total income / additions
- $7,826,226
- Benefits paid
- $2,261,698
- Administrative expenses
- $109,586
- Total expenses
- $2,371,284
- Net increase / (decrease)
- $5,454,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mazars Usa Llp | NONE | $38,357 | not reported in the loaded dataset |
| Western Asset Management Co | NONE | $36,882 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $21,715 | not reported in the loaded dataset |
| Palmer-Tanno Agency, Inc. | NONE | $8,350 | not reported in the loaded dataset |