Plan5500

U.T.W.A. N.J. Union Employer Pension Plan — Form 5500 plan (Trustees U.T.W.A. N.J. Union Employer 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, U.T.W.A. N.J. Union Employer Pension Plan is a benefit plan reported by Trustees U.T.W.A. N.J. Union Employer Pension Fund under EIN 22-6196988 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $208,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees U.T.W.A. N.J. Union Employer Pension Fund
EIN
22-6196988
Plan number
001
Plan type
1
Location
West Trenton, NJ
Latest filing year
2023
Participants
417
End-of-year plan assets
$208,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023417H, C20241015143602NAL0056706978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$208,677
Total liabilities (EOY)
$23,810
Net assets (EOY)
$184,867
Net assets (BOY)
$348,240

Income & contributions

Employer contributions
$1,251
Total contributions
$1,251
Total income / additions
$423,919

Expenses & distributions

Benefits paid
$462,441
Administrative expenses
$124,851
Total expenses
$587,292
Net increase / (decrease)
-$163,373

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
I E Shaffer & CoNONE$92,054not reported in the loaded dataset2023
Bruce Kaminer, Cpa LLCNONE$13,973not reported in the loaded dataset2023

Related Form 5500 pages