Local 259 Uaw Social Security Dept. — Form 5500 plan (Uaw - Local 259 Social Security Dept.)
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, Local 259 Uaw Social Security Dept. is a benefit plan reported by Uaw - Local 259 Social Security Dept. under EIN 13-6115078 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,264 participants and $17,936,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uaw - Local 259 Social Security Dept.
- EIN
- 13-6115078
- Plan number
- 501
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 1,264
- End-of-year plan assets
- $17,936,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,264 | H, C | 20250117125502NAL0013513395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,936,853
- Total liabilities (EOY)
- $4,868,178
- Net assets (EOY)
- $13,068,675
- Net assets (BOY)
- $12,545,689
Income & contributions
- Employer contributions
- $24,155,460
- Participant contributions
- $45,071
- Total contributions
- $24,200,531
- Total income / additions
- $27,397,499
Expenses & distributions
- Benefits paid
- $25,289,839
- Administrative expenses
- $1,584,674
- Total expenses
- $26,874,513
- Net increase / (decrease)
- $522,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | SERV FOR RELATED BEN PL | $766,647 | $0 | 2023 |
| Empire Healthchoice Assurance, Inc. | NONE | $425,999 | not reported in the loaded dataset | 2023 |
| The Segal Company | SERV FOR RELATED BEN PL | $80,152 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | SERV FOR RELATED BENE PL | $57,395 | not reported in the loaded dataset | 2023 |
| Med Review, Inc. | NONE | $54,288 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani, Llp | SERV FOR UNION & BENE PL | $52,787 | not reported in the loaded dataset | 2023 |
| Tarter Krinsky & Drogin Llp | SERV FOR RELATED BEN PL | $45,210 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | SERV FOR RELATED BEN PL | $12,077 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uaw - Local 259 Social Security Dept.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith American Solutions — Schedule C compensation
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Med Review, Inc. — Schedule C compensation
- Cleary, Josem & Trigiani, Llp — Schedule C compensation
- Tarter Krinsky & Drogin Llp — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation