Employees' Retirement Plan Of The Union League Club — Form 5500 plan (The Union League Club)
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, Employees' Retirement Plan Of The Union League Club is a benefit plan reported by The Union League Club under EIN 13-1423100 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $5,635,760 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.6MPlan net assets, end of year$5,635,760
Participants149Covered participants reported
Assets / participant$37.8KComputed: assets ÷ participants$37,824 (computed)
Provider compensationNone reported3 Schedule C provider row(s)
- Plan sponsor
- The Union League Club
- EIN
- 13-1423100
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241015072730NAL0014194323001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,635,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,635,760
- Net assets (BOY)
- $5,167,335
Income & contributions
- Employer contributions
- $400,000
- Participant contributions
- $0
- Total contributions
- $400,000
- Total income / additions
- $1,033,909
Expenses & distributions
- Benefits paid
- $490,874
- Administrative expenses
- $74,610
- Total expenses
- $565,484
- Net increase / (decrease)
- $468,425
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Condon O'Meara Mcginty & Donnelly | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Bury And Associates, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |