2023 Form 5500 filing — District No. 9 International Association Of Machin Aerospace 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 20241015092349NAL0047182800002) for District No. 9 International Association Of Machin Aerospace Workers Pension Plan, reported by Joint Board Of Trustees Of District 9 I.A.M & A.W. Pension Trust under EIN 51-0138317 and plan number 001. It reports 14,312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092349NAL0047182800002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of District 9 I.A.M & A.W. Pension Trust
- EIN
- 51-0138317
- Plan number
- 001
- Location
- Bridgeton, MO
- Participants
- 14,312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $710,753,765
- Total liabilities (EOY)
- $193,127
- Net assets (EOY)
- $710,560,638
- Employer contributions
- $20,790,872
- Total income / additions
- $85,701,326
- Benefits paid
- $68,462,295
- Administrative expenses
- $2,101,718
- Total expenses
- $70,564,013
- Net increase / (decrease)
- $15,137,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Trust Walden | INVESTMENT MANAGER | $159,812 | $0 |
| Cuni, Rust & Strenk, Inc | ACTUARY | $123,575 | not reported in the loaded dataset |
| Seix Investment Advisors LLC | INVESTMENT MANAGER | $119,435 | not reported in the loaded dataset |
| Slc Management | INVESTMENT MANAGER | $115,111 | not reported in the loaded dataset |
| Investment Consulting Services | INVESTMENT CONSULTANT | $110,000 | not reported in the loaded dataset |
| Wilmington Trust National Assoc | INVESTMENT CONSULTANT | $61,500 | $0 |
| Boyd Watterson | INVESTMENT MANAGER | $61,030 | not reported in the loaded dataset |
| Sara White | EMPLOYEE | $54,552 | not reported in the loaded dataset |
| Lorraine Kiely | EMPLOYEE | $48,667 | not reported in the loaded dataset |
| Carol Lewis | EMPLOYEE | $48,584 | not reported in the loaded dataset |
| Hammond & Shinners Pc | LAWYER | $48,010 | not reported in the loaded dataset |
| Scheffel Boyle | AUDITOR | $43,145 | not reported in the loaded dataset |
| Enterprise Bank | BANKING | $24,891 | not reported in the loaded dataset |
| Bny Mellon | not reported in the loaded dataset | $0 | $0 |