2023 Form 5500 filing — Uiu-Newspaper Guild Of Greater Philadelphia 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 20241011074508NAL0021489121005) for Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund, reported by Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund under EIN 23-6405043 and plan number 001. It reports 2,474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011074508NAL0021489121005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund
- EIN
- 23-6405043
- Plan number
- 001
- Location
- Cherry Hill, NJ
- Participants
- 2,474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $344,436,028
- Total liabilities (EOY)
- $655,666
- Net assets (EOY)
- $343,780,362
- Employer contributions
- $112,792
- Total income / additions
- $313,716,126
- Benefits paid
- $19,654,345
- Administrative expenses
- $1,365,283
- Total expenses
- $21,019,628
- Net increase / (decrease)
- $292,696,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank Na | NONE | $206,605 | $0 |
| Bolton Partners Northeast Inc | NONE | $191,608 | not reported in the loaded dataset |
| Benefit Processing Inc | NONE | $134,909 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $70,000 | not reported in the loaded dataset |
| Fred Alger Management Inc | NONE | $52,303 | $0 |
| Walter Scott & Partners | NONE | $47,075 | $0 |
| Markowitz & Richman | NONE | $45,598 | not reported in the loaded dataset |
| Mount Vernon Associates | NONE | $44,270 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $42,997 | not reported in the loaded dataset |
| Gamco Investors | NONE | $29,203 | not reported in the loaded dataset |
| United Independent Union | AFFILIATED ORGANIZATION | $20,444 | not reported in the loaded dataset |
| Spear Wilderman, P.C. | NONE | $9,534 | not reported in the loaded dataset |
| Lord Abbett & Co | NONE | $6,600 | $0 |