2023 Form 5500 filing — Transportation Communications Union Pension Fund
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 20241014132119NAL0027374705004) for Transportation Communications Union Pension Fund, reported by Trustees Of Transportation Communications Union Pension Fund under EIN 16-6114794 and plan number 001. It reports 2,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132119NAL0027374705004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Transportation Communications Union Pension Fund
- EIN
- 16-6114794
- Plan number
- 001
- Location
- Roseland, NJ
- Participants
- 2,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,404,649
- Total liabilities (EOY)
- $82,876
- Net assets (EOY)
- $63,321,773
- Employer contributions
- $3,447,537
- Total income / additions
- $12,173,188
- Benefits paid
- $3,714,685
- Administrative expenses
- $688,186
- Total expenses
- $4,402,871
- Net increase / (decrease)
- $7,770,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lisa Cerbes | EMPLOYEE | $162,421 | not reported in the loaded dataset |
| Cheiron | NONE | $112,787 | not reported in the loaded dataset |
| Segall Bryant Hamill | NONE | $86,368 | not reported in the loaded dataset |
| Bredhoff & Kaiser Pllc | NONE | $49,915 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $41,810 | not reported in the loaded dataset |
| Guerrieri, Bartos & Roma P.C. | NONE | $31,966 | not reported in the loaded dataset |
| Mr. Microchip | NONE | $25,052 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $14,314 | $0 |
| Lasalle Consulting Partners | NONE | $6,415 | not reported in the loaded dataset |