2023 Form 5500 filing — Local 365 Uaw 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 20241015225751NAL0051604960001) for Local 365 Uaw Pension Fund, reported by Local 365 Uaw Pension Fund under EIN 11-6045281 and plan number 001. It reports 3,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015225751NAL0051604960001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 365 Uaw Pension Fund
- EIN
- 11-6045281
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 3,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,686,998
- Total liabilities (EOY)
- $46,932
- Net assets (EOY)
- $214,640,066
- Employer contributions
- $27,758
- Total income / additions
- $21,298,551
- Benefits paid
- $15,412,330
- Administrative expenses
- $785,727
- Total expenses
- $16,198,057
- Net increase / (decrease)
- $5,100,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | PERF. SVCS. FOR REL PLAN | $191,426 | not reported in the loaded dataset |
| Sage Advisory Services | PERF. SVCS. FOR REL PLAN | $156,638 | not reported in the loaded dataset |
| The Segal Company | PERF. SVCS. FOR REL PLAN | $100,615 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $53,017 | not reported in the loaded dataset |
| Buchbinder Tunick & Company, LLC | PERF. SVCS. FOR REL PLAN | $31,250 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani Llp | SERV. REL. PLAN & UNION | $30,017 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $26,250 | not reported in the loaded dataset |