2023 Form 5500 filing — Communication Workers Of America, Afl-Cio Local 1170 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 20241014143004NAL0027561553001) for Communication Workers Of America, Afl-Cio Local 1170 Retirement Plan, reported by Communication Workers Of America, Afl-Cio Local 1170 under EIN 16-1561026 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143004NAL0027561553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Communication Workers Of America, Afl-Cio Local 1170
- EIN
- 16-1561026
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,496,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,496,983
- Employer contributions
- $1,485,786
- Total income / additions
- $6,087,971
- Benefits paid
- $2,954,896
- Administrative expenses
- $138,782
- Total expenses
- $3,093,678
- Net increase / (decrease)
- $2,994,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $63,895 | $0 |
| Apollo Wealth Management | NONE | $62,203 | not reported in the loaded dataset |
| Efpr Group, Cpas, Pllc | NONE | $12,684 | not reported in the loaded dataset |