Amalgamated Transit Union Pension Plan For International Officers And Employees — Form 5500 plan (Amalgamated Transit Union)
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, Amalgamated Transit Union Pension Plan For International Officers And Employees is a benefit plan reported by Amalgamated Transit Union under EIN 53-6014540 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $88,386,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amalgamated Transit Union
- EIN
- 53-6014540
- Plan number
- 001
- Plan type
- 2
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $88,386,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241010223835NAL0011971587002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,386,309
- Total liabilities (EOY)
- $40,571
- Net assets (EOY)
- $88,345,738
- Net assets (BOY)
- $86,543,741
Income & contributions
- Employer contributions
- $3,786,922
- Total contributions
- $3,786,922
- Total income / additions
- $9,203,288
Expenses & distributions
- Benefits paid
- $7,002,205
- Administrative expenses
- $399,086
- Total expenses
- $7,401,291
- Net increase / (decrease)
- $1,801,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron | NONE | $51,181 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Slevin And Hart | NONE | $40,110 | not reported in the loaded dataset | 2023 |
| Asb Allegiance Real Estate Fund | NONE | $35,644 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $14,310 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $10,161 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amalgamated Transit Union
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Silver Spring, MD
- Cheiron — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Slevin And Hart — Schedule C compensation
- Asb Allegiance Real Estate Fund — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Amalgamated Bank — Schedule C compensation