2023 Form 5500 filing — Local 360 401(K) And Severance 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 20241016124506NAL0061294946001) for Local 360 401(K) And Severance Plan, reported by Local 360 401(K) And Severance Plan under EIN 22-2450938 and plan number 009. It reports 1,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016124506NAL0061294946001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 360 401(K) And Severance Plan
- EIN
- 22-2450938
- Plan number
- 009
- Location
- Pine Brook, NJ
- Participants
- 1,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,594,640
- Total liabilities (EOY)
- $74,699
- Net assets (EOY)
- $9,519,941
- Employer contributions
- $1,320,777
- Participant contributions
- $58,524
- Total income / additions
- $2,399,518
- Benefits paid
- $607,334
- Administrative expenses
- $224,479
- Total expenses
- $831,813
- Net increase / (decrease)
- $1,567,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-State Administrators Inc | NONE | $101,748 | not reported in the loaded dataset |
| Transamerica Life Insurance | NONE | $66,589 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $30,100 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $18,762 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $5,590 | not reported in the loaded dataset |