2023 Form 5500 filing — Local 259 Uaw Social Security Dept.
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 20250117125502NAL0013513395001) for Local 259 Uaw Social Security Dept., reported by Uaw - Local 259 Social Security Dept. under EIN 13-6115078 and plan number 501. It reports 1,264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117125502NAL0013513395001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Uaw - Local 259 Social Security Dept.
- EIN
- 13-6115078
- Plan number
- 501
- Location
- Englewood Cliffs, NJ
- Participants
- 1,264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,936,853
- Total liabilities (EOY)
- $4,868,178
- Net assets (EOY)
- $13,068,675
- Employer contributions
- $24,155,460
- Participant contributions
- $45,071
- Total income / additions
- $27,397,499
- Benefits paid
- $25,289,839
- Administrative expenses
- $1,584,674
- Total expenses
- $26,874,513
- Net increase / (decrease)
- $522,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | SERV FOR RELATED BEN PL | $766,647 | $0 |
| Empire Healthchoice Assurance, Inc. | NONE | $425,999 | not reported in the loaded dataset |
| The Segal Company | SERV FOR RELATED BEN PL | $80,152 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | SERV FOR RELATED BENE PL | $57,395 | not reported in the loaded dataset |
| Med Review, Inc. | NONE | $54,288 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani, Llp | SERV FOR UNION & BENE PL | $52,787 | not reported in the loaded dataset |
| Tarter Krinsky & Drogin Llp | SERV FOR RELATED BEN PL | $45,210 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | SERV FOR RELATED BEN PL | $12,077 | $0 |