2023 Form 5500 filing — United Industrial Workers 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 20241014165956NAL0026776817002) for United Industrial Workers Pension Plan, reported by Board Of Trustees United Industrial Work under EIN 11-6106805 and plan number 002. It reports 3,421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165956NAL0026776817002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees United Industrial Work
- EIN
- 11-6106805
- Plan number
- 002
- Location
- Camp Springs, MD
- Participants
- 3,421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,874,538
- Total liabilities (EOY)
- $67,534
- Net assets (EOY)
- $131,807,004
- Employer contributions
- $1,665,063
- Total income / additions
- $19,394,096
- Benefits paid
- $8,091,446
- Administrative expenses
- $1,029,868
- Total expenses
- $9,121,314
- Net increase / (decrease)
- $10,272,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | not reported in the loaded dataset | $673,194 | not reported in the loaded dataset |
| Seafarers Vacation Fund | not reported in the loaded dataset | $128,898 | not reported in the loaded dataset |
| Basil Castrovinci Associates Inc | not reported in the loaded dataset | $56,796 | not reported in the loaded dataset |
| United Industrial Workers Of N.A. | EMPLOYER ORGANIZATION | $51,964 | not reported in the loaded dataset |
| Buchbinder Tunick & Co Llp | not reported in the loaded dataset | $40,152 | not reported in the loaded dataset |
| Comerica Bank | not reported in the loaded dataset | $7,747 | $0 |
| Ngl Group LLC | not reported in the loaded dataset | $0 | $6,066 |