2023 Form 5500 filing — Liuna Staff And Affiliates 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 20240730110000NAL0020585025002) for Liuna Staff And Affiliates Pension Fund, reported by Board Of Trustees Of Liuna Staff And Affiliates Pension Fund under EIN 52-0743575 and plan number 001. It reports 11,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730110000NAL0020585025002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Liuna Staff And Affiliates Pension Fund
- EIN
- 52-0743575
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 11,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,815,316,886
- Total liabilities (EOY)
- $3,876,896
- Net assets (EOY)
- $1,811,439,990
- Employer contributions
- $111,807,449
- Total income / additions
- $299,665,949
- Benefits paid
- $121,139,238
- Administrative expenses
- $9,546,959
- Total expenses
- $130,686,197
- Net increase / (decrease)
- $168,979,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janus Capital Management, Inc | NONE | $514,095 | $0 |
| Walter, Scott, & Partners | NONE | $437,880 | not reported in the loaded dataset |
| Hgk Asset Management, Inc. | NONE | $406,522 | $0 |
| Jp Morgan Investment Mgmt, Inc | NONE | $386,783 | not reported in the loaded dataset |
| Southern Sun Asset Management | NONE | $348,720 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $344,505 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $319,998 | $0 |
| Adam Downs | EMPLOYEE | $279,243 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $273,422 | not reported in the loaded dataset |
| Richard Moreschi | EMPLOYEE | $259,189 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $231,535 | $0 |
| Alliance Bernstein | NONE | $222,213 | $0 |
| Lsv Asset Management | NONE | $219,905 | not reported in the loaded dataset |
| Paul Mackinnon | EMPLOYEE | $191,649 | not reported in the loaded dataset |
| Brian Kaniewski | EMPLOYEE | $171,167 | not reported in the loaded dataset |
| Daniel Morse | EMPLOYEE | $170,967 | not reported in the loaded dataset |
| Rbc Dexia Investor Services Trust | NONE | $166,284 | not reported in the loaded dataset |
| The Law Offices Of James S. Ray | NONE | $163,512 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $156,734 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $151,428 | $0 |
| Jennifer Dodohara | EMPLOYEE | $149,884 | not reported in the loaded dataset |
| Robert Holmes | EMPLOYEE | $148,250 | not reported in the loaded dataset |
| Patricia Prestwood | EMPLOYEE | $101,887 | not reported in the loaded dataset |
| All Systems Go, Inc. | NONE | $96,570 | not reported in the loaded dataset |
| Dana Floor | EMPLOYEE | $96,395 | not reported in the loaded dataset |
| Catherine Dominguez | EMPLOYEE | $92,059 | not reported in the loaded dataset |
| Joseph Linehan | EMPLOYEE | $91,856 | not reported in the loaded dataset |
| Sabrina Mattocks | EMPLOYEE | $91,540 | not reported in the loaded dataset |
| Catherine Ludlow | EMPLOYEE | $91,321 | not reported in the loaded dataset |
| Darlene Mccalip-Thaxton | EMPLOYEE | $90,326 | not reported in the loaded dataset |
| Income Research & Management | NONE | $88,420 | not reported in the loaded dataset |
| Karen King | EMPLOYEE | $86,879 | not reported in the loaded dataset |
| Gina Harriss | EMPLOYEE | $85,099 | not reported in the loaded dataset |
| Nicole Berardi | EMPLOYEE | $84,874 | not reported in the loaded dataset |
| Ryan Labs Asset Management | NONE | $84,299 | not reported in the loaded dataset |
| Derek Riley | EMPLOYEE | $81,088 | not reported in the loaded dataset |
| Michele Haynes | EMPLOYEE | $80,080 | not reported in the loaded dataset |
| Mariza Otera | EMPLOYEE | $79,220 | not reported in the loaded dataset |
| Wells Fargo | NONE | $78,840 | not reported in the loaded dataset |
| Kevin Allen | EMPLOYEE | $76,799 | not reported in the loaded dataset |
| Efren Fuentes | EMPLOYEE | $76,729 | not reported in the loaded dataset |
| Michael Channel | EMPLOYEE | $76,470 | not reported in the loaded dataset |
| Kasey Cook | EMPLOYEE | $74,853 | not reported in the loaded dataset |
| Victoria Blocker | EMPLOYEE | $72,919 | not reported in the loaded dataset |
| Joseph Knaub | EMPLOYEE | $65,919 | not reported in the loaded dataset |
| Chelsea Anthony | EMPLOYEE | $65,093 | not reported in the loaded dataset |
| Jocelyn Daniels | EMPLOYEE | $64,053 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $51,200 | not reported in the loaded dataset |
| Gillian Mackinnon | EMPLOYEE | $50,690 | not reported in the loaded dataset |
| Standard Valuations, Inc. | NONE | $35,000 | not reported in the loaded dataset |
| Derek L. Riley, Jr. | EMPLOYEE | $29,469 | not reported in the loaded dataset |
| Kelly Press, Inc. | NONE | $27,299 | not reported in the loaded dataset |
| Amalgatrust Bank Of Chicago | NONE | $25,000 | $0 |
| Fontana Litho Inc., Dba Mosaic | NONE | $12,768 | not reported in the loaded dataset |
| Proxyvote Plus | NONE | $10,000 | not reported in the loaded dataset |
| Templeton Investment Counsel, LLC | NONE | $0 | $0 |