2023 Form 5500 filing — Pace Industry Union-Management 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 20241014213616NAL0028321217001) for Pace Industry Union-Management Pension Fund, reported by Pace Industry Union-Management Pension Fund under EIN 11-6166763 and plan number 001. It reports 63,255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014213616NAL0028321217001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pace Industry Union-Management Pension Fund
- EIN
- 11-6166763
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 63,255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,707,920,528
- Total liabilities (EOY)
- $20,615,619
- Net assets (EOY)
- $2,687,304,909
- Employer contributions
- $17,652,712
- Total income / additions
- $1,604,802,321
- Benefits paid
- $216,856,339
- Administrative expenses
- $13,507,910
- Total expenses
- $230,502,351
- Net increase / (decrease)
- $1,374,299,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company (Eastern States), | SERVICE PROVIDER | $900,596 | not reported in the loaded dataset |
| Bredhoff & Kaiser, Pllc | SERVICE PROVIDER | $341,705 | not reported in the loaded dataset |
| Morgan Stanley Mith Barney LLC | SERVICE PROVIDER | $292,704 | not reported in the loaded dataset |
| Meketa Fiduciary Management | SERVICE PROVIDER | $267,500 | not reported in the loaded dataset |
| Carolyn Adams-Rossignol | EMPLOYEE | $228,740 | not reported in the loaded dataset |
| Charles Knight | EMPLOYEE | $208,266 | not reported in the loaded dataset |
| Doug Corzine | EMPLOYEE | $178,362 | not reported in the loaded dataset |
| Jieun Lee | EMPLOYEE | $174,565 | not reported in the loaded dataset |
| Lisa Ellis | EMPLOYEE | $153,775 | not reported in the loaded dataset |
| Donald Taylor | EMPLOYEE | $149,949 | not reported in the loaded dataset |
| Thomas Elefante | EMPLOYEE | $143,813 | not reported in the loaded dataset |
| Matthew Collins | EMPLOYEE | $135,910 | not reported in the loaded dataset |
| Peggy Byrd | EMPLOYEE | $133,333 | not reported in the loaded dataset |
| Tonisha Franklin | EMPLOYEE | $132,335 | not reported in the loaded dataset |
| Prisma Nashville LLC | SERVICE PROVIDER | $131,083 | not reported in the loaded dataset |
| Matthew Ray | EMPLOYEE | $121,304 | not reported in the loaded dataset |
| Christina Annenkoff | EMPLOYEE | $119,936 | not reported in the loaded dataset |
| Sandra Mckee | EMPLOYEE | $117,932 | not reported in the loaded dataset |
| Andy Grimm | EMPLOYEE | $114,316 | not reported in the loaded dataset |
| Kelly Davis | EMPLOYEE | $113,949 | not reported in the loaded dataset |
| Melanie Adams | EMPLOYEE | $112,209 | not reported in the loaded dataset |
| Juan Cavallini | EMPLOYEE | $109,790 | not reported in the loaded dataset |
| Aubrey Dickerson | EMPLOYEE | $109,011 | not reported in the loaded dataset |
| Sharonia Payne | EMPLOYEE | $106,036 | not reported in the loaded dataset |
| Jacob Singer | EMPLOYEE | $105,647 | not reported in the loaded dataset |
| Anthony Mancini | EMPLOYEE | $105,392 | not reported in the loaded dataset |
| Emily Nelms | EMPLOYEE | $102,499 | not reported in the loaded dataset |
| Jennifer Block | EMPLOYEE | $99,401 | not reported in the loaded dataset |
| Ben Myrick | EMPLOYEE | $99,080 | not reported in the loaded dataset |
| Charlotte Dale | EMPLOYEE | $95,295 | not reported in the loaded dataset |
| Katrina Burnette | EMPLOYEE | $94,535 | not reported in the loaded dataset |
| Stan Schklar | EMPLOYEE | $92,541 | not reported in the loaded dataset |
| Sean Vanorder | EMPLOYEE | $92,344 | not reported in the loaded dataset |
| Segal Select Insurance | SERVICE PROVIDER | $0 | $88,789 |
| Peebles Dawoodi | EMPLOYEE | $88,186 | not reported in the loaded dataset |
| Linda Hood | EMPLOYEE | $88,124 | not reported in the loaded dataset |
| Matthew Conti | EMPLOYEE | $88,098 | not reported in the loaded dataset |
| Donna Miller | EMPLOYEE | $86,952 | not reported in the loaded dataset |
| Nicole Lavender | EMPLOYEE | $85,460 | not reported in the loaded dataset |
| Carmen Cooper | EMPLOYEE | $84,017 | not reported in the loaded dataset |
| Sara Mullins | EMPLOYEE | $81,340 | not reported in the loaded dataset |
| Mary Alday | EMPLOYEE | $80,931 | not reported in the loaded dataset |
| Meredith Albright | EMPLOYEE | $80,235 | not reported in the loaded dataset |
| Shaun Savage | EMPLOYEE | $79,513 | not reported in the loaded dataset |
| Angela Fitzpatrick | EMPLOYEE | $62,225 | not reported in the loaded dataset |
| Cherry Bekaert Llp | SERVICE PROVIDER | $55,125 | not reported in the loaded dataset |
| Lbmc Technology Solutions, LLC | SERVICE PROVIDER | $54,931 | not reported in the loaded dataset |
| Rebecca Haley | EMPLOYEE | $44,643 | not reported in the loaded dataset |
| Asylas, LLC | SERVICE PROVIDER | $43,552 | not reported in the loaded dataset |
| Us Bank, Na | SERVICE PROVIDER | $38,005 | not reported in the loaded dataset |
| Ctmk, LLC | SERVICE PROVIDER | $27,000 | not reported in the loaded dataset |
| Advanced Microelectronics, Inc | SERVICE PROVIDER | $25,649 | not reported in the loaded dataset |
| Matthew Gann / Gxi Services | SERVICE PROVIDER | $17,776 | not reported in the loaded dataset |
| David W. New, P.C. | TRUSTEE | $14,093 | not reported in the loaded dataset |
| Nccmp | SERVICE PROVIDER | $9,000 | not reported in the loaded dataset |
| One Identity LLC | SERVICE PROVIDER | $8,000 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | SERVICE PROVIDER | $6,900 | not reported in the loaded dataset |
| Usi Consulting Group | SERVICE PROVIDER | $5,250 | not reported in the loaded dataset |