Storeworkers Security Plan — Form 5500 plan (Board Of Trustees Storeworkers)
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, Storeworkers Security Plan is a benefit plan reported by Board Of Trustees Storeworkers under EIN 13-6162367 and plan number 501. The latest loaded filing year is 2023. The filing reports 883 participants and $5,392,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Storeworkers
- EIN
- 13-6162367
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 883
- End-of-year plan assets
- $5,392,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 883 | H, C | 20241115091201NAL0000657697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,392,874
- Total liabilities (EOY)
- $298,652
- Net assets (EOY)
- $5,094,222
- Net assets (BOY)
- $5,780,666
Income & contributions
- Employer contributions
- $120,521
- Participant contributions
- $18,344
- Total contributions
- $138,865
- Total income / additions
- $319,492
Expenses & distributions
- Benefits paid
- $433,664
- Administrative expenses
- $572,272
- Total expenses
- $1,005,936
- Net increase / (decrease)
- -$686,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Michael Wiederhold | NONE | $86,922 | not reported in the loaded dataset | 2023 |
| Eisner & Dictor P.C. | UNION ATTORNEY | $61,492 | not reported in the loaded dataset | 2023 |
| William Simpkins | NONE | $48,641 | not reported in the loaded dataset | 2023 |
| Marian Oconnor | NONE | $47,289 | not reported in the loaded dataset | 2023 |
| Ellen Eschuk | NONE | $42,887 | not reported in the loaded dataset | 2023 |
| Maritza Diaz | NONE | $36,486 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick & Schlapp | NONE | $25,500 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Syntonic Systems | NONE | $22,800 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Wealth Management | INVESTMENT CUSTODIAN | $21,881 | not reported in the loaded dataset | 2023 |
| Msi Technologies LLC | NONE | $9,921 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Storeworkers
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Michael Wiederhold — Schedule C compensation
- Eisner & Dictor P.C. — Schedule C compensation
- William Simpkins — Schedule C compensation
- Marian Oconnor — Schedule C compensation
- Ellen Eschuk — Schedule C compensation
- Maritza Diaz — Schedule C compensation
- Gould, Kobrick & Schlapp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Syntonic Systems — Schedule C compensation
- Merrill Lynch Wealth Management — Schedule C compensation
- Msi Technologies LLC — Schedule C compensation