2023 Form 5500 filing — Communications Workers Of America Adjustable 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 20241009091855NAL0010469187004) for Communications Workers Of America Adjustable Pension Plan, reported by Communications Workers Of America, Afl-Cio, Clc under EIN 53-0246709 and plan number 002. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009091855NAL0010469187004
Filing year
2023
Form type
2
Plan sponsor
Communications Workers Of America, Afl-Cio, Clc
EIN
53-0246709
Plan number
002
Location
Washington, DC
Participants
481
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$22,937,213
Total liabilities (EOY)
$23,286
Net assets (EOY)
$22,913,927
Employer contributions
$4,211,804
Total income / additions
$6,263,136
Benefits paid
$339,191
Administrative expenses
$189,364
Total expenses
$528,555
Net increase / (decrease)
$5,734,581
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
CheironNONE$69,300not reported in the loaded dataset
Slevin & Hart, P.C.NONE$23,671not reported in the loaded dataset
Segal Advisors, Inc.NONE$17,200not reported in the loaded dataset
Calibre Cpa GroupNONE$15,750not reported in the loaded dataset

Related Form 5500 pages