Labor Unions 401k Plan — Form 5500 plan (Board Of Trustees, Labor Unions 401(K) Plan)
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, Labor Unions 401k Plan is a benefit plan reported by Board Of Trustees, Labor Unions 401(K) Plan under EIN 33-6194629 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,706 participants and $66,422,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Labor Unions 401(K) Plan
- EIN
- 33-6194629
- Plan number
- 001
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 3,706
- End-of-year plan assets
- $66,422,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,706 | H, C | 20241015195512NAL0029542673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,422,289
- Total liabilities (EOY)
- $66,147
- Net assets (EOY)
- $66,356,142
- Net assets (BOY)
- $58,606,995
Income & contributions
- Employer contributions
- $1,359,568
- Participant contributions
- $3,536,203
- Total contributions
- $5,061,147
- Total income / additions
- $15,650,976
Expenses & distributions
- Benefits paid
- $5,923,925
- Administrative expenses
- $1,396,628
- Total expenses
- $7,901,829
- Net increase / (decrease)
- $7,749,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $377,886 | not reported in the loaded dataset | 2023 |
| Withum, Smith & Brown | NONE | $68,252 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $63,278 | $0 | 2023 |
| Kennedy Law Firm | NONE | $21,370 | not reported in the loaded dataset | 2023 |
| Meredith Sesser | NONE | $15,619 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $15,300 | not reported in the loaded dataset | 2023 |
| Jef Eatchel | NONE | $14,400 | not reported in the loaded dataset | 2023 |
| Pension Fund Evaluations | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Michael Snyder | NONE | $9,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Labor Unions 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Benesys, Inc. — Schedule C compensation
- Withum, Smith & Brown — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- Kennedy Law Firm — Schedule C compensation
- Meredith Sesser — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Jef Eatchel — Schedule C compensation
- Pension Fund Evaluations — Schedule C compensation
- Michael Snyder — Schedule C compensation