2023 Form 5500 filing — Building Trades United Pension Trust Fund Milwaukee And Vicinity
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 20241216084204NAL0001322593001) for Building Trades United Pension Trust Fund Milwaukee And Vicinity, reported by Building Trades United Pension Trust Fund under EIN 51-6049409 and plan number 001. It reports 27,983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216084204NAL0001322593001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Building Trades United Pension Trust Fund
- EIN
- 51-6049409
- Plan number
- 001
- Location
- Elm Grove, WI
- Participants
- 27,983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,267,131,995
- Total liabilities (EOY)
- $12,572,172
- Net assets (EOY)
- $3,254,559,823
- Employer contributions
- $212,571,529
- Total income / additions
- $571,168,638
- Benefits paid
- $242,467,940
- Administrative expenses
- $18,154,625
- Total expenses
- $260,622,565
- Net increase / (decrease)
- $310,546,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| H.I.G. Capital, LLC | NONE | $2,319,959 | $0 |
| Wilson-Mcshane Corporation | NONE | $2,271,514 | not reported in the loaded dataset |
| Ifm Investors Pty Ltd | NONE | $0 | $1,694,649 |
| Jp Morgan Asset Management Inc. | NONE | $1,265,140 | $0 |
| Harbourvest Partners, Lp | NONE | $1,144,420 | not reported in the loaded dataset |
| Newtower Mept | NONE | $903,710 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | NONE | $874,029 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $843,425 | not reported in the loaded dataset |
| Aberdeen Capital Management | NONE | $594,946 | not reported in the loaded dataset |
| National Investment Services Of Ame | NONE | $544,625 | not reported in the loaded dataset |
| Bpea Private Equity | NONE | $478,762 | not reported in the loaded dataset |
| Baird Advisors | NONE | $457,839 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $410,816 | $0 |
| The Previant Law Firm, S.C. | NONE | $258,665 | not reported in the loaded dataset |
| Parametric Portfolio Associates, Ll | NONE | $255,374 | not reported in the loaded dataset |
| Wellington Trust Company, Na | NONE | $247,607 | $0 |
| Artisan Partners | NONE | $217,688 | $0 |
| Marquette Associates | NONE | $211,667 | not reported in the loaded dataset |
| Afl-Cio Housing Investment Trust | NONE | $189,589 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $152,038 | $0 |
| Cheiron Inc | NONE | $146,418 | not reported in the loaded dataset |
| Winslow Capital Management | NONE | $132,127 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, S.C. | NONE | $87,218 | not reported in the loaded dataset |
| Neuberger Berman | NONE | $79,619 | not reported in the loaded dataset |
| Carlyle Investment Services | NONE | $77,631 | not reported in the loaded dataset |
| The Segal Company | NONE | $68,500 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $63,000 | not reported in the loaded dataset |
| Whitestar Advisors, LLC | NONE | $42,632 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $35,153 | not reported in the loaded dataset |
| Consolidated Printing | NONE | $8,229 | not reported in the loaded dataset |
| The Marek Group Inc | NONE | $5,861 | not reported in the loaded dataset |
| Raff Printing, Inc | NONE | $5,797 | not reported in the loaded dataset |