2023 Form 5500 filing — United Steelworkers Local 14614 Supplemental Annuity 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 20241015150012NAL0030067809002) for United Steelworkers Local 14614 Supplemental Annuity Plan, reported by United Steelworkers Local 14614 Supplemental Ann Board Of Trustees under EIN 55-0549322 and plan number 002. It reports 1,122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150012NAL0030067809002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Steelworkers Local 14614 Supplemental Ann Board Of Trustees
- EIN
- 55-0549322
- Plan number
- 002
- Location
- Lexington, KY
- Participants
- 1,122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,581,907
- Total liabilities (EOY)
- $14,104
- Net assets (EOY)
- $7,567,803
- Employer contributions
- $651,492
- Total income / additions
- $1,552,871
- Benefits paid
- $682,875
- Administrative expenses
- $128,999
- Total expenses
- $929,890
- Net increase / (decrease)
- $622,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Solutions Inc. | RECORDKEEPER | $64,416 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT MANAGER | $24,040 | not reported in the loaded dataset |
| Umr | CONTRACT ADMINISTRATOR | $18,266 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $5,016 | not reported in the loaded dataset |
| Genesis Benefit Solutions Inc. | CONSULTANT | $4,596 | not reported in the loaded dataset |