2023 Form 5500 filing — Mechanical Contractors Ua Local 119 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 20241015095426NAL0014351043005) for Mechanical Contractors Ua Local 119 Pension Plan, reported by Mechanical Contractors Ua Local 119 Pension Plan under EIN 63-6055121 and plan number 001. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095426NAL0014351043005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Mechanical Contractors Ua Local 119 Pension Plan
- EIN
- 63-6055121
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,527,375
- Total liabilities (EOY)
- $7,135
- Net assets (EOY)
- $55,520,240
- Employer contributions
- $3,033,768
- Total income / additions
- $9,213,791
- Benefits paid
- $4,178,482
- Administrative expenses
- $358,748
- Total expenses
- $4,537,230
- Net increase / (decrease)
- $4,676,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gulf States Cons & Adm Inc | PLAN ADMINISTRATOR | $82,800 | not reported in the loaded dataset |
| Ullico Infrastructure Tax Exempt | INVESTMENT MANAGER | $55,743 | not reported in the loaded dataset |
| Newtower Trust Company | INVESTMENT MANAGER | $51,945 | $0 |
| Marquette Associates Inc | INVESTMENT MANAGER | $40,000 | not reported in the loaded dataset |
| United Acturial Services Inc | ACTUARY | $28,750 | not reported in the loaded dataset |
| Foundry Partners | INVESTMENT MANAGER | $12,728 | $2,655 |
| Us Bank | INVESTMENT CUSTODIAN | $10,636 | $0 |
| Carr, Riggs & Ingram, LLC | AUDITOR | $10,000 | not reported in the loaded dataset |
| Parametric Defensive Equity Fund Ll | INVESTMENT MANAGER | $7,259 | not reported in the loaded dataset |