The Union League Club 401(K) Plan — 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, The Union League Club 401(K) Plan is a benefit plan reported by The Union League Club under EIN 13-1423100 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $9,648,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Union League Club
- EIN
- 13-1423100
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $9,648,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241015064023NAL0015913859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,648,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,648,511
- Net assets (BOY)
- $7,995,345
Income & contributions
- Employer contributions
- $177,515
- Participant contributions
- $527,670
- Total contributions
- $1,034,290
- Total income / additions
- $2,254,958
Expenses & distributions
- Benefits paid
- $593,823
- Administrative expenses
- $5,377
- Total expenses
- $601,792
- Net increase / (decrease)
- $1,653,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,242 | $0 | 2023 |
| Equity Services, Inc. | OTHER SERVICES | $0 | $833 | 2023 |