National Organization Of Industrial Trade Unions Individual Account Plan — Form 5500 plan (National Organization Of Industrial Trade Unions)

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, National Organization Of Industrial Trade Unions Individual Account Plan is a benefit plan reported by National Organization Of Industrial Trade Unions under EIN 11-1896570 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,432 participants and $111,498,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Organization Of Industrial Trade Unions
EIN
11-1896570
Plan number
003
Plan type
1
Location
Jamaica, NY
Latest filing year
2023
Participants
5,432
End-of-year plan assets
$111,498,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,432H, C20240822102537NAL0010790338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,498,231
Total liabilities (EOY)
$446,765
Net assets (EOY)
$111,051,466
Net assets (BOY)
$95,261,833

Income & contributions

Employer contributions
$5,065,853
Participant contributions
$2,006,483
Total contributions
$7,072,336
Total income / additions
$23,459,422

Expenses & distributions

Benefits paid
$6,744,826
Administrative expenses
$924,963
Total expenses
$7,669,789
Net increase / (decrease)
$15,789,633

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$252,739not reported in the loaded dataset2023
Noitu Insurance Trust FundRELATED FUND$230,798not reported in the loaded dataset2023
National Org. Of Industrial Trade URELATED LABOR ORG$23,950not reported in the loaded dataset2023
Proskauer Rose LlpPROV SVCES TO REL PLAN$17,819not reported in the loaded dataset2023
Gould, Kobrick And Schlapp, P.C.PROV SVCES TO REL PLAN$15,000not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$13,4532023

Related Form 5500 pages