2023 Form 5500 filing — Usw District 10, Local 286, Pension Plan
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 20241007111337NAL0015084465001) for Usw District 10, Local 286, Pension Plan, reported by Board Of Trustees Usw District 10,Local 286, under EIN 23-0630051 and plan number 001. It reports 4,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007111337NAL0015084465001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Usw District 10,Local 286,
- EIN
- 23-0630051
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 4,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,725,901
- Total liabilities (EOY)
- $62,996
- Net assets (EOY)
- $72,662,905
- Total income / additions
- $7,934,502
- Benefits paid
- $6,845,946
- Administrative expenses
- $1,183,122
- Total expenses
- $8,029,068
- Net increase / (decrease)
- -$94,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usw District 10 Local 286 Union | SPONSORING LABOR ORG. | $446,769 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $142,608 | not reported in the loaded dataset |
| Carlo Simone Iii | EMPLOYEE | $0 | $96,026 |
| Chartwell Investment Partners LLC | NONE | $68,642 | not reported in the loaded dataset |
| First Eagle Investment Management | NONE | $0 | $59,959 |
| Investment Performance Services, Ll | NONE | $50,000 | not reported in the loaded dataset |
| Cbiz, Inc. | NONE | $48,500 | not reported in the loaded dataset |
| Spear Wilderman, P.C. | NONE | $47,850 | not reported in the loaded dataset |
| Sobol Law Group P.C. | NONE | $32,000 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $27,630 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $26,684 | not reported in the loaded dataset |
| Wedge Capital Management, Llp | NONE | $25,022 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $17,559 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $13,342 | not reported in the loaded dataset |
| Xpan Law Partners, LLC | NONE | $7,805 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $6,647 | $0 |