Amalgamated Transit Union Local Union Officers And Employees 401(K) Retirement Plan — 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 Local Union Officers And Employees 401(K) Retirement Plan is a benefit plan reported by Amalgamated Transit Union under EIN 53-6014540 and plan number 333. The latest loaded filing year is 2023. The filing reports 220 participants and $10,650,849 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
- 333
- Plan type
- 3
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $10,650,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241015164355NAL0015100067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,650,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,650,849
- Net assets (BOY)
- $8,718,461
Income & contributions
- Employer contributions
- $83,192
- Participant contributions
- $715,052
- Total contributions
- $872,678
- Total income / additions
- $2,437,466
Expenses & distributions
- Benefits paid
- $452,326
- Administrative expenses
- $52,752
- Total expenses
- $505,078
- Net increase / (decrease)
- $1,932,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quorum Consulting Group | RECORDKEEPER | $16,600 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | ACCOUNTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | LEGAL | $12,506 | not reported in the loaded dataset | 2023 |