Pppwu Officers, Representatives & Organizers Retirement Fund — Form 5500 plan (Printing, Packaging, & Production Workers Union Of North America)

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, Pppwu Officers, Representatives & Organizers Retirement Fund is a benefit plan reported by Printing, Packaging, & Production Workers Union Of North America under EIN 62-0247360 and plan number 001. The latest loaded filing year is 2023. The filing reports 68 participants and $15,392,704 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.4MPlan net assets, end of year$15,359,829
Participants68Covered participants reported
Assets / participant$226.4KComputed: assets ÷ participants$226,363 (computed)
Provider compensation$112.1K6 Schedule C provider row(s)$112,128
Plan sponsor
Printing, Packaging, & Production Workers Union Of North America
EIN
62-0247360
Plan number
001
Plan type
2
Location
Silver Spring, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202368H, C20250415125622NAL0001429043002
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)$15.4M total assets
Net assets$15.4MLiabilities$32.9K
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.5M
Benefits paid / distributions$1.3M
Contributions
Employer$241.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$15,392,704
Total liabilities (EOY)
$32,875
Net assets (EOY)
$15,359,829
Net assets (BOY)
$15,001,445

Income & contributions

Employer contributions
$241,945
Total contributions
$241,945
Total income / additions
$1,844,756

Expenses & distributions

Benefits paid
$1,308,644
Administrative expenses
$177,728
Total expenses
$1,486,372
Net increase / (decrease)
$358,384
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.

Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CheironNONE$52,193not reported in the loaded dataset2023
Calibre Cpa Group PllcNONE$20,000not reported in the loaded dataset2023
Mooney,Green,Saindon,Murphy &WelchNONE$13,923not reported in the loaded dataset2023
Marquette AssociatesNONE$12,500not reported in the loaded dataset2023
Amalgamated BankNONE$7,449not reported in the loaded dataset2023
AdpNONE$6,063not reported in the loaded dataset2023

Related Form 5500 pages