2023 Form 5500 filing — Uaw Region 9a Education Fund
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 20250113105619NAL0010599795001) for Uaw Region 9a Education Fund, reported by Uaw Region 9a Education Fund under EIN 13-4072635 and plan number 501. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113105619NAL0010599795001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Uaw Region 9a Education Fund
- EIN
- 13-4072635
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $274,830
- Total liabilities (EOY)
- $6,750
- Net assets (EOY)
- $268,080
- Employer contributions
- $112,696
- Total income / additions
- $112,696
- Benefits paid
- $22,996
- Administrative expenses
- $32,471
- Total expenses
- $55,467
- Net increase / (decrease)
- $57,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| James Provost | NONE | $12,460 | not reported in the loaded dataset |
| Maria Gonzalez | NONE | $7,560 | not reported in the loaded dataset |
| Bacheler & Company, Pc | NONE | $6,720 | $0 |