2023 Form 5500 filing — Service Employees International Union Local 1 Cleveland Pension 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 20241016200044NAL0031049009001) for Service Employees International Union Local 1 Cleveland Pension Plan, reported by Board Of Trustees Of Service Employees International Union Local under EIN 34-6666717 and plan number 001. It reports 1,589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016200044NAL0031049009001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Service Employees International Union Local
- EIN
- 34-6666717
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 1,589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,425,746
- Total liabilities (EOY)
- $58,437
- Net assets (EOY)
- $15,367,309
- Employer contributions
- $817,547
- Total income / additions
- $2,340,523
- Benefits paid
- $1,122,902
- Administrative expenses
- $294,493
- Total expenses
- $1,417,395
- Net increase / (decrease)
- $923,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Donald J. Lowe Associates, Inc. | not reported in the loaded dataset | $73,690 | not reported in the loaded dataset |
| Cuni, Rust And Strenk | not reported in the loaded dataset | $38,900 | not reported in the loaded dataset |
| Andco Consulting | not reported in the loaded dataset | $29,082 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $28,479 | not reported in the loaded dataset |
| Allotta Farley Co., Lpa | not reported in the loaded dataset | $18,116 | not reported in the loaded dataset |
| Us Bank Na | not reported in the loaded dataset | $18,009 | $0 |