Southern Council Of Industrial Workers Pension Plan — Form 5500 plan (Brd Of Trust Of The Southern Coun- Cil Of Industrial Workers Pen 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, Southern Council Of Industrial Workers Pension Plan is a benefit plan reported by Brd Of Trust Of The Southern Coun- Cil Of Industrial Workers Pen Fund under EIN 62-0977497 and plan number 001. The latest loaded filing year is 2023. The filing reports 710 participants and $164,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Trust Of The Southern Coun- Cil Of Industrial Workers Pen Fund
- EIN
- 62-0977497
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 710
- End-of-year plan assets
- $164,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 710 | H, C | 20241010180008NAL0011799427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $164,874
- Total liabilities (EOY)
- $3,893,793
- Net assets (EOY)
- -$3,728,919
- Net assets (BOY)
- -$3,442,708
Income & contributions
- Total contributions
- $15,807
- Total income / additions
- $15,807
Expenses & distributions
- Benefits paid
- $227,164
- Administrative expenses
- $74,854
- Total expenses
- $302,018
- Net increase / (decrease)
- -$286,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ie Shaffer & Co. | NONE | $39,780 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $14,000 | not reported in the loaded dataset | 2023 |