Transport Workers Union Of America Local 513 Retirement Plan — Form 5500 plan (Transport Workers Union Of America Local 513)
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, Transport Workers Union Of America Local 513 Retirement Plan is a benefit plan reported by Transport Workers Union Of America Local 513 under EIN 75-1902075 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $10,137,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transport Workers Union Of America Local 513
- EIN
- 75-1902075
- Plan number
- 001
- Plan type
- 1
- Location
- Burleson, TX
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $10,137,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241126065836NAL0005360449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,137,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,137,175
- Net assets (BOY)
- $9,582,768
Income & contributions
- Employer contributions
- $428,999
- Total contributions
- $428,999
- Total income / additions
- $1,554,000
Expenses & distributions
- Benefits paid
- $922,339
- Administrative expenses
- $77,254
- Total expenses
- $999,593
- Net increase / (decrease)
- $554,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transport Workers Union 513 Ret Pln | NONE | $89,269 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $305 | $0 | 2023 |