2023 Form 5500 filing — Pppwu Officers, Representatives & Organizers Retirement 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 20250415125622NAL0001429043002) for Pppwu Officers, Representatives & Organizers Retirement Fund, reported by Printing, Packaging, & Production Workers Union Of North America under EIN 62-0247360 and plan number 001. It reports 68 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.4MReported net assets$15,359,829
Participants68
Provider compensation$112.1K6 Schedule C row(s)$112,128
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415125622NAL0001429043002
- Plan sponsor
- Printing, Packaging, & Production Workers Union Of North America
- EIN
- 62-0247360
- Plan number
- 001
- Location
- Silver Spring, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$32.9K
Full reported line items
- Total assets (EOY)
- $15,392,704
- Total liabilities (EOY)
- $32,875
- Net assets (EOY)
- $15,359,829
- Employer contributions
- $241,945
- Total income / additions
- $1,844,756
- Benefits paid
- $1,308,644
- Administrative expenses
- $177,728
- Total expenses
- $1,486,372
- Net increase / (decrease)
- $358,384
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron | NONE | $52,193 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $20,000 | not reported in the loaded dataset |
| Mooney,Green,Saindon,Murphy &Welch | NONE | $13,923 | not reported in the loaded dataset |
| Marquette Associates | NONE | $12,500 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $7,449 | not reported in the loaded dataset |
| Adp | NONE | $6,063 | not reported in the loaded dataset |