2023 Form 5500 filing — Amalgamated Transit Union Local Union Officers And Employees 401(K) 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 20241015164355NAL0015100067001) for Amalgamated Transit Union Local Union Officers And Employees 401(K) Retirement Plan, reported by Amalgamated Transit Union under EIN 53-6014540 and plan number 333. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164355NAL0015100067001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Amalgamated Transit Union
- EIN
- 53-6014540
- Plan number
- 333
- Location
- Springfield, IL
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,650,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,650,849
- Employer contributions
- $83,192
- Participant contributions
- $715,052
- Total income / additions
- $2,437,466
- Benefits paid
- $452,326
- Administrative expenses
- $52,752
- Total expenses
- $505,078
- Net increase / (decrease)
- $1,932,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quorum Consulting Group | RECORDKEEPER | $16,600 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | ACCOUNTANT | $15,000 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | LEGAL | $12,506 | not reported in the loaded dataset |