2023 Form 5500 filing — Amalgamated Transit Union Pension Plan For International Officers And Employees
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 20241010223835NAL0011971587002) for Amalgamated Transit Union Pension Plan For International Officers And Employees, reported by Amalgamated Transit Union under EIN 53-6014540 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010223835NAL0011971587002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amalgamated Transit Union
- EIN
- 53-6014540
- Plan number
- 001
- Location
- Silver Spring, MD
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,386,309
- Total liabilities (EOY)
- $40,571
- Net assets (EOY)
- $88,345,738
- Employer contributions
- $3,786,922
- Total income / additions
- $9,203,288
- Benefits paid
- $7,002,205
- Administrative expenses
- $399,086
- Total expenses
- $7,401,291
- Net increase / (decrease)
- $1,801,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron | NONE | $51,181 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | NONE | $44,000 | not reported in the loaded dataset |
| Slevin And Hart | NONE | $40,110 | not reported in the loaded dataset |
| Asb Allegiance Real Estate Fund | NONE | $35,644 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $21,000 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $14,310 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $10,161 | not reported in the loaded dataset |