Plan5500

Iue-Cwa 401(K) Retirement Savings And Security Plan — Form 5500 plan (Trustees Of The Iue-Cwa Afl-Cio Pension Fund)

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, Iue-Cwa 401(K) Retirement Savings And Security Plan is a benefit plan reported by Trustees Of The Iue-Cwa Afl-Cio Pension Fund under EIN 22-3345052 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,011 participants and $77,058,677 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$76.9MPlan net assets, end of year$76,943,381
Participants4KCovered participants reported4,011
Assets / participant$19.2KComputed: assets ÷ participants$19,212 (computed)
Provider compensation$546.3K9 Schedule C provider row(s)$546,300
Plan sponsor
Trustees Of The Iue-Cwa Afl-Cio Pension Fund
EIN
22-3345052
Plan number
003
Plan type
1
Location
Pittsburgh, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,011 participants · 1Sch HSch C
    View filing →
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)$77.1M total assets
Net assets$76.9MLiabilities$115.3K
Money in vs. money out
Total income / additions$16.6M
Total expenses$6.6M
Benefits paid / distributions$6.2M
Contributions
Employer$2.2M
Participant$3.1M
Full reported line items

Net assets

Total assets (EOY)
$77,058,677
Total liabilities (EOY)
$115,296
Net assets (EOY)
$76,943,381
Net assets (BOY)
$66,930,999

Income & contributions

Employer contributions
$2,234,631
Participant contributions
$3,091,396
Total contributions
$5,666,797
Total income / additions
$16,628,389

Expenses & distributions

Benefits paid
$6,186,827
Administrative expenses
$609,600
Total expenses
$6,616,007
Net increase / (decrease)
$10,012,382
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.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$211.7K
    RECORD KEEPER · Direct $211.7K · Indirect $0
  2. 2
    Zenith American Solutions$168K
    NONE · Direct $168K
  3. 3
    Amalgamated Employee Ben Plan Admin$74.5K
    NONE · Direct $74.5K
  4. 4
    Schulte Roth & Zable, Llp$43.5K
    NONE · Direct $43.5K
  5. 5
    Novak Francella, LLC$28K
    NONE · Direct $28K
  6. 6
    Cohen Weiss & Simons Llp$10.7K
    NONE · Direct $10.7K
  7. 7
    Segal Marco Advisors$10K
    NONE · Direct $10K
  8. 8
    National Financial Services$0
    SECURITIES BROKER · Direct $0 · Indirect $0
  9. 9
    Mid-Atlantic Capital Corporation$0
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Iue-Cwa 401(K) Retirement Savings And Security Plan?
Iue-Cwa 401(K) Retirement Savings And Security Plan is reported as sponsored by Trustees Of The Iue-Cwa Afl-Cio Pension Fund (EIN 22-3345052, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Iue-Cwa 401(K) Retirement Savings And Security Plan?
The latest Form 5500 filing year loaded for Iue-Cwa 401(K) Retirement Savings And Security Plan is 2023.
How many participants does Iue-Cwa 401(K) Retirement Savings And Security Plan report?
Iue-Cwa 401(K) Retirement Savings And Security Plan reports 4,011 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Iue-Cwa 401(K) Retirement Savings And Security Plan?
Iue-Cwa 401(K) Retirement Savings And Security Plan reports $77,058,677 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages