2023 Form 5500 filing — Defined Benefit Pension Plan For Employees Of Union Settlement Association, Inc.
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 20250224134358NAL0016350800001) for Defined Benefit Pension Plan For Employees Of Union Settlement Association, Inc., reported by Union Settlement Association, Inc. under EIN 13-1632530 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224134358NAL0016350800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Settlement Association, Inc.
- EIN
- 13-1632530
- Plan number
- 001
- Location
- New York, NY
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,742,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,742,777
- Employer contributions
- $295,104
- Total income / additions
- $1,099,055
- Benefits paid
- $397,208
- Administrative expenses
- $250,444
- Total expenses
- $647,652
- Net increase / (decrease)
- $451,403
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | NONE | $218,832 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $31,612 | not reported in the loaded dataset |