2023 Form 5500 filing — Office & Professional Employees Local #98 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 20250623101031NAL0003488339001) for Office & Professional Employees Local #98 Pension Plan, reported by Office & Professional Employees Local 98 under EIN 31-0627557 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,781,314
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250623101031NAL0003488339001
Plan sponsor
Office & Professional Employees Local 98
EIN
31-0627557
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities
Money in vs. money out
Total income / additions$494.1K
Total expenses$3.9K
Benefits paid / distributionsNot reported
Contributions
Employer$47.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,781,314
Net assets (EOY)
$2,781,314
Employer contributions
$47,589
Total income / additions
$494,127
Administrative expenses
$3,893
Total expenses
$3,893
Net increase / (decrease)
$490,234

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250623101031NAL0003488339001 cover?
It is the 2023 Form 5500 filing for Office & Professional Employees Local #98 Pension Plan, reported by Office & Professional Employees Local 98 (EIN 31-0627557).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages