Culinary Workers Local 226 Retirement Savings Plan — Form 5500 plan (Culinary Workers Local 226)

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, Culinary Workers Local 226 Retirement Savings Plan is a benefit plan reported by Culinary Workers Local 226 under EIN 88-0028065 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $8,878,801 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,878,801
Participants159Covered participants reported
Assets / participant$55.8KComputed: assets ÷ participants$55,842 (computed)
Provider compensation$65.3K5 Schedule C provider row(s)$65,345
Plan sponsor
Culinary Workers Local 226
EIN
88-0028065
Plan number
002
Plan type
2
Location
Las Vegas, NV
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20240920134030NAL0013212816001
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)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$478K
Benefits paid / distributions$445.8K
Contributions
Employer$272.8K
Participant$338.6K
Full reported line items

Net assets

Total assets (EOY)
$8,878,801
Total liabilities (EOY)
$0
Net assets (EOY)
$8,878,801
Net assets (BOY)
$7,663,792

Income & contributions

Employer contributions
$272,826
Participant contributions
$338,566
Total contributions
$611,392
Total income / additions
$1,692,966

Expenses & distributions

Benefits paid
$445,841
Administrative expenses
$32,116
Total expenses
$477,957
Net increase / (decrease)
$1,215,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$38,307not reported in the loaded dataset2023
Investment Management ConsultantsNONE$16,083not reported in the loaded dataset2023
Marsh& Mclennan Agency LLCNONE$9,489not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$1,466$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages