2023 Form 5500 filing — United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen 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 20241010143425NAL0041183378005) for United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan, reported by U A Local Union Officers & Employees Pension Fund under EIN 52-1178032 and plan number 333. It reports 5,667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143425NAL0041183378005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U A Local Union Officers & Employees Pension Fund
- EIN
- 52-1178032
- Plan number
- 333
- Location
- Annapolis, MD
- Participants
- 5,667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,187,499,148
- Total liabilities (EOY)
- $1,249,255
- Net assets (EOY)
- $1,186,249,893
- Employer contributions
- $63,146,174
- Total income / additions
- $180,144,410
- Benefits paid
- $86,631,239
- Administrative expenses
- $5,639,238
- Total expenses
- $92,270,477
- Net increase / (decrease)
- $87,873,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Investments | NONE | $647,689 | not reported in the loaded dataset |
| Wellington Asset Mgmt | NONE | $635,212 | not reported in the loaded dataset |
| Intech Investment Management Loc | NONE | $364,027 | $10,829 |
| Times Square | NONE | $370,651 | $0 |
| O'Donoghue & O'Donoghue | NONE | $322,247 | not reported in the loaded dataset |
| Hudson Edge Investment Partners Inc | NONE | $278,113 | $27,429 |
| Segal Consulting | NONE | $282,413 | not reported in the loaded dataset |
| Pen Macquarie | NONE | $269,059 | $0 |
| Chartwell Investment Partners, LLC | NONE | $185,864 | $4,182 |
| Invesco Trust Company | NONE | $173,858 | $0 |
| Loomis Sayles Trust Company | NONE | $160,660 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $145,833 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $131,488 | not reported in the loaded dataset |
| Pnc | NONE | $129,517 | $0 |
| Koskie Minsky Llp | NONE | $113,758 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $99,564 | not reported in the loaded dataset |
| Andrea Porciello | EMPLOYEE | $98,882 | not reported in the loaded dataset |
| Fiera Capital Corp | NONE | $93,283 | not reported in the loaded dataset |
| Union Labor Life | NONE | $83,204 | not reported in the loaded dataset |
| United Association Of Journeymen & | AFFILIATE OF PLAN | $72,065 | not reported in the loaded dataset |
| Langlois | NONE | $45,999 | not reported in the loaded dataset |
| Rbc Investor Services | NONE | $35,044 | not reported in the loaded dataset |
| Proxy Vote Plus, LLC | NONE | $7,500 | not reported in the loaded dataset |
| Robinson, Sheppard, Shapiro | NONE | $6,034 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $5,000 | not reported in the loaded dataset |