2023 Form 5500 filing — Pension Fund United Scenic Artists Local 829
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 20241015110203NAL0028140033005) for Pension Fund United Scenic Artists Local 829, reported by Board Of Trustees Of Pension Fund under EIN 13-1982707 and plan number 001. It reports 4,847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110203NAL0028140033005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Pension Fund
- EIN
- 13-1982707
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 4,847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $487,581,773
- Total liabilities (EOY)
- $711,104
- Net assets (EOY)
- $486,870,669
- Employer contributions
- $15,711,804
- Total income / additions
- $70,127,460
- Benefits paid
- $21,011,464
- Administrative expenses
- $1,810,332
- Total expenses
- $22,821,796
- Net increase / (decrease)
- $47,305,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | NONE | $414,379 | not reported in the loaded dataset |
| Timessquare Capital Management, LLC | NONE | $260,935 | not reported in the loaded dataset |
| Systematic Financial Management, Lp | NONE | $250,289 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc | NONE | $180,760 | not reported in the loaded dataset |
| The Segal Company | NONE | $167,638 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $152,448 | not reported in the loaded dataset |
| Income Research And Management | NONE | $122,526 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $115,612 | not reported in the loaded dataset |
| Marquette Assoc. | NONE | $90,000 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $85,439 | not reported in the loaded dataset |
| Partners Group Usa , Inc | NONE | $84,486 | not reported in the loaded dataset |
| J.P.Morgan Investment Management | NONE | $75,015 | not reported in the loaded dataset |
| Pacific Asset Management LLC | NONE | $72,763 | not reported in the loaded dataset |
| Spivak Lipton Llp | UNION ATTORNEY | $68,412 | not reported in the loaded dataset |
| Ellenoff Grossman & Schole Llp | NONE | $56,203 | not reported in the loaded dataset |
| Usa Local 829 Union | RELATED LABOR UNION | $50,624 | not reported in the loaded dataset |
| Morgan Stanley Aip Gp Lp | NONE | $47,842 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $33,541 | not reported in the loaded dataset |
| Comerica Bank | NONE | $31,693 | not reported in the loaded dataset |
| Gould Kobrick & Schlapp Pc | UNION ACCOUNTANT | $26,000 | not reported in the loaded dataset |
| Jp Morgan Chase | NONE | $8,262 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | not reported in the loaded dataset | $7,268 |