Transport Workers Union Of America Afl-Cio Local 100 Staff Pension Plan — Form 5500 plan (Transport Workers Union Of Amer Afl-Cio Local 100 Staff Pension Plan)
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, Transport Workers Union Of America Afl-Cio Local 100 Staff Pension Plan is a benefit plan reported by Transport Workers Union Of Amer Afl-Cio Local 100 Staff Pension Plan under EIN 13-1395076 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $35,932,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transport Workers Union Of Amer Afl-Cio Local 100 Staff Pension Plan
- EIN
- 13-1395076
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $35,932,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241015175115NAL0059025458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,932,199
- Total liabilities (EOY)
- $13,585
- Net assets (EOY)
- $35,918,614
- Net assets (BOY)
- $31,518,423
Income & contributions
- Employer contributions
- $2,500,000
- Participant contributions
- $56,508
- Total contributions
- $2,556,508
- Total income / additions
- $5,995,598
Expenses & distributions
- Benefits paid
- $1,002,866
- Administrative expenses
- $592,541
- Total expenses
- $1,595,407
- Net increase / (decrease)
- $4,400,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pitta Llp | ATTORNEY | $122,613 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT MANAGER | $30,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT MANAGER | $11,308 | $0 | 2023 |
| Rogoff & Company Pc | AUDITOR | $8,250 | not reported in the loaded dataset | 2023 |
| Buck Consultants | ACTUARY | $5,223 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transport Workers Union Of Amer Afl-Cio Local 100 Staff Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Pitta Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Rogoff & Company Pc — Schedule C compensation
- Buck Consultants — Schedule C compensation