2023 Form 5500 filing — U. A. Local 350 Retirement Trust
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 20241014212030NAL0027184097001) for U. A. Local 350 Retirement Trust, reported by Board Of Trustees Of The U. A. Local 350 Retirement Trust under EIN 88-0214223 and plan number 001. It reports 1,173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014212030NAL0027184097001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The U. A. Local 350 Retirement Trust
- EIN
- 88-0214223
- Plan number
- 001
- Location
- Reno, NV
- Participants
- 1,173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,222,233
- Total liabilities (EOY)
- $6,443
- Net assets (EOY)
- $38,215,790
- Employer contributions
- $1,326,707
- Participant contributions
- $733,630
- Total income / additions
- $7,743,444
- Benefits paid
- $1,583,287
- Administrative expenses
- $211,367
- Total expenses
- $1,794,654
- Net increase / (decrease)
- $5,948,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Administrators, Inc. | NONE | $102,503 | not reported in the loaded dataset |
| Berry & Co, Cpa'S Ltd | NONE | $35,000 | not reported in the loaded dataset |
| Andco Consulting | NONE | $16,423 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $8,067 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $5,664 | $0 |