Money Purchase Retirement Plan Of U.A. Local 716 — Form 5500 plan (Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local)
Plain-English plan 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, Money Purchase Retirement Plan Of U.A. Local 716 is a benefit plan reported by Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local under EIN 01-0219039 and plan number 002. The latest loaded filing year is 2023. The filing reports 496 participants and $36,065,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local
- EIN
- 01-0219039
- Plan number
- 002
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $36,065,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20241014134140NAL0052494754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,065,230
- Total liabilities (EOY)
- $16,353
- Net assets (EOY)
- $36,048,877
- Net assets (BOY)
- $32,396,341
Income & contributions
- Employer contributions
- $1,875,649
- Total contributions
- $1,875,649
- Total income / additions
- $7,085,839
Expenses & distributions
- Benefits paid
- $3,220,333
- Administrative expenses
- $212,970
- Total expenses
- $3,433,303
- Net increase / (decrease)
- $3,652,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions Inc | NONE | $68,964 | not reported in the loaded dataset | 2023 |
| Empower Retirement, LLC | NONE | $45,893 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Associate | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $15,829 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions Inc — Schedule C compensation
- Empower Retirement, LLC — Schedule C compensation
- Robert M. Cheverie & Associate — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Novak Francella LLC — Schedule C compensation