2023 Form 5500 filing — Multi-Union Security Trust 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 20241002172503NAL0005063603001) for Multi-Union Security Trust Fund, reported by Board Of Trustees, Multi-Union Security Trust Fund under EIN 93-1146155 and plan number 501. It reports 832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002172503NAL0005063603001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Multi-Union Security Trust Fund
- EIN
- 93-1146155
- Plan number
- 501
- Location
- Glendale, CA
- Participants
- 832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,644,222
- Total liabilities (EOY)
- $213,150
- Net assets (EOY)
- $14,431,072
- Employer contributions
- $18,675,445
- Participant contributions
- $9,293
- Total income / additions
- $19,484,801
- Benefits paid
- $18,264,091
- Administrative expenses
- $606,806
- Total expenses
- $18,870,897
- Net increase / (decrease)
- $613,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Federal LLC | NONE | $372,659 | not reported in the loaded dataset |
| Anthony Bubenas & Co. | NONE | $61,418 | not reported in the loaded dataset |
| Quest Investment Management LLC | NONE | $52,515 | not reported in the loaded dataset |
| Bleiweiss Communications Inc. | NONE | $23,000 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $20,384 | $0 |
| Miller Kaplan Arase Llp | NONE | $15,800 | not reported in the loaded dataset |
| Reich, Adell & Cvitan | NONE | $12,737 | not reported in the loaded dataset |
| Nigro Karlin Segal Feldstein & Boln | NONE | $8,778 | not reported in the loaded dataset |
| American Direct Mail | NONE | $6,614 | not reported in the loaded dataset |