2023 Form 5500 filing — United Wire, Metal & Machine 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 20241015212629NAL0015426835002) for United Wire, Metal & Machine Pension Fund, reported by Board Of Trustees Of U.W.M. & M. Pension Fund under EIN 13-6596940 and plan number 001. It reports 5,784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212629NAL0015426835002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of U.W.M. & M. Pension Fund
- EIN
- 13-6596940
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 5,784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,325,572
- Total liabilities (EOY)
- $448,825
- Net assets (EOY)
- $219,876,747
- Employer contributions
- $5,460,473
- Total income / additions
- $27,784,281
- Benefits paid
- $28,713,721
- Administrative expenses
- $2,586,019
- Total expenses
- $31,299,740
- Net increase / (decrease)
- -$3,515,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Enhanced Property Fund Lp | PROV SRVS REL EBP | $438,879 | not reported in the loaded dataset |
| U.W.M.&M Health & Welfare Fund | REL EMPLOYEE BEN PLAN | $303,060 | not reported in the loaded dataset |
| Fenimore Asset Management, Inc. | PROVIDES SRVS FOR REL EBP | $265,741 | not reported in the loaded dataset |
| Local 810 I.B.T., Afl-Cio | RELATED EMPLOYEE ORG | $220,128 | not reported in the loaded dataset |
| Segal Company (Eastern States), Inc | PROVIDES SRVS FOR REL EBP | $151,831 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | PROV SRVS REL ORG & EBP | $149,387 | $0 |
| Columbia Management Investment Advi | PROV SRVS REL EBP | $79,554 | $2,047 |
| Whitestar Advisors, LLC | PROVIDES SRVS FOR REL EBP | $81,251 | not reported in the loaded dataset |
| Proskauer Rose Llp | PROVIDES SRVS FOR REL EBP | $80,169 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | PROV SRVS FOR RELATED EBP | $73,000 | not reported in the loaded dataset |
| Buchbinder Tunick & Co | PROV SRVS REL ORG & EBP | $67,000 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | PROVIDES SRVS FOR REL EBP | $65,000 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | PROVIDES SRVS FOR REL EBP | $62,800 | not reported in the loaded dataset |
| M&T Bank | PROVIDES SRVS FOR REL EBP | $21,893 | $0 |
| Roy Barnes, Esq. | PROVIDES SRVS FOR REL EBP | $8,861 | not reported in the loaded dataset |
| Littler Mendelson Pllc | PROVIDES SRVS FOR REL EBP | $7,500 | not reported in the loaded dataset |
| Joanna Napoli | PROV SRVS FOR RELATED EBP | $5,195 | not reported in the loaded dataset |