2023 Form 5500 filing — Liuna National (Industrial) Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730104451NAL0013286995002) for Liuna National (Industrial) Pension Fund, reported by Board Of Trustees Of The Liuna National (Industrial) Pension Fund under EIN 52-6074345 and plan number 001. It reports 62,493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730104451NAL0013286995002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Liuna National (Industrial) Pension Fund
- EIN
- 52-6074345
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 62,493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,447,979,749
- Total liabilities (EOY)
- $7,456,874
- Net assets (EOY)
- $1,440,522,875
- Employer contributions
- $85,137,461
- Participant contributions
- $23,749
- Total income / additions
- $217,651,485
- Benefits paid
- $111,586,044
- Administrative expenses
- $12,084,361
- Total expenses
- $123,670,405
- Net increase / (decrease)
- $93,981,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janus Capital Management Inc | NONE | $498,180 | $0 |
| Jp Morgan Investment Mgmt Inc | NONE | $494,200 | not reported in the loaded dataset |
| Walter Scott & Partners Limited | NONE | $417,732 | not reported in the loaded dataset |
| Hgk Asset Management | NONE | $392,774 | $0 |
| Loomis Sayles & Company | NONE | $335,477 | not reported in the loaded dataset |
| Southern Sun Asset Management | NONE | $327,224 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $211,429 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $208,343 | $0 |
| The Law Offices Of James S. Ray | NONE | $188,470 | not reported in the loaded dataset |
| The Segal Company | NONE | $181,089 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $169,264 | $0 |
| Invesco Trust Company | NONE | $147,186 | $0 |
| Segal Marco Advisors | NONE | $117,550 | not reported in the loaded dataset |
| Wells Fargo National Association | NONE | $102,111 | not reported in the loaded dataset |
| Income Research & Management | NONE | $86,127 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $86,077 | not reported in the loaded dataset |
| Ryan Labs | NONE | $82,172 | not reported in the loaded dataset |
| Kelly Press, Inc | NONE | $68,764 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $37,022 | $0 |
| Standard Valuations Inc | NONE | $35,000 | not reported in the loaded dataset |
| Amalgatrust | NONE | $25,000 | $0 |