2023 Form 5500 filing — Money Purchase Retirement Plan Of U.A. Local 716
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 20241014134140NAL0052494754001) for Money Purchase Retirement Plan Of U.A. Local 716, reported by Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local under EIN 01-0219039 and plan number 002. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134140NAL0052494754001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local
- EIN
- 01-0219039
- Plan number
- 002
- Location
- Wallingford, CT
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,065,230
- Total liabilities (EOY)
- $16,353
- Net assets (EOY)
- $36,048,877
- Employer contributions
- $1,875,649
- Total income / additions
- $7,085,839
- Benefits paid
- $3,220,333
- Administrative expenses
- $212,970
- Total expenses
- $3,433,303
- Net increase / (decrease)
- $3,652,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions Inc | NONE | $68,964 | not reported in the loaded dataset |
| Empower Retirement, LLC | NONE | $45,893 | not reported in the loaded dataset |
| Robert M. Cheverie & Associate | NONE | $24,000 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $20,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $15,829 | not reported in the loaded dataset |