Original filing (PDF)20250730103542NAL0007931474001

UNITED SERVICE WORKERS UNION

Name: UNITED SERVICE WORKERS UNION — UNITED SERVICE WORKERS UNION PENSION PLAN, Form 5500 (2024)
Creator: UNITED SERVICE WORKERS UNION

Form 5500-SF

FILING_RECEIVED

UNITED SERVICE WORKERS UNION PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$61.6M

Net assets (EOY)

$61.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED SERVICE WORKERS UNION.

Plan sponsor

Name

UNITED SERVICE WORKERS UNION

EIN

11-1772919

Address

145 HUGUENOT STREET, SUITE 420 · NEW ROCHELLE, NY · 10801

Phone

(800) 619-2689

Industry

Finance & Insurancesee all

Plan administrator

Name

TRUSTEES

EIN

11-1772919

City

NEW ROCHELLE, NY

Phone

(800) 619-2689

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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