United Association National Pension Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, United Association National Pension Fund (EIN 52-6088636) is a plan sponsor located in Alexandria, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-6088636
Location
Alexandria, VA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United Association National Pension Fund

  • 2 loaded plans hold $64.2M in reported assets.
  • The largest, Uanpf Staff Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 340 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$64.2MSummed across loaded plans$64,209,024
Total reported assets$64.2M$64,228,341
Total reported participants340
Total reported liabilities$19.3K$19,317

Reported net position

Reported assets = net assets + liabilities (summed)$64.2M total assets
Net assets$64.2MLiabilities$19.3K
Contributions & income
Employer contributions$2.6M
Participant contributionsNot reported
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$7.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Uanpf Staff Retirement Plan
Participants per plan170Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 225 participants · 2023
  2. 2
    Uanpf Staff Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 115 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Association National Pension Fund. Open one for its full reported snapshot.

  1. 2023
    Uanpf Staff Health & Welfare Plan115 participants · 2No schedules
    View filing →
  2. 2023
    Uanpf Staff Retirement Plan225 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Association National Pension Fund report on Form 5500?
United Association National Pension Fund (EIN 52-6088636) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Association National Pension Fund?
The Employer Identification Number (EIN) reported for United Association National Pension Fund is 52-6088636.
What is the latest Form 5500 filing year for United Association National Pension Fund?
The latest loaded Form 5500 filing year for United Association National Pension Fund is 2023.

Related Form 5500 pages