2023 Form 5500 filing — United Furniture Workers Pension Fund A
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 20241216164237NAL0001347793001) for United Furniture Workers Pension Fund A, reported by United Furniture Workers Pension Fund A under EIN 13-5511877 and plan number 001. It reports 5,377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216164237NAL0001347793001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Furniture Workers Pension Fund A
- EIN
- 13-5511877
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 5,377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $249,790,441
- Total liabilities (EOY)
- $4,570,238
- Net assets (EOY)
- $245,220,203
- Employer contributions
- $5,638,790
- Total income / additions
- $280,751,892
- Benefits paid
- $19,696,442
- Administrative expenses
- $1,591,216
- Total expenses
- $21,287,658
- Net increase / (decrease)
- $259,464,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron Inc | ACTUARY | $228,786 | not reported in the loaded dataset |
| Rogoff & Company P.C | AUDITOR | $152,877 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT CONSULTANT | $135,250 | not reported in the loaded dataset |
| Fisher Broyles | ATTORNEY | $85,596 | $0 |
| Trudy Schutt | EMPLOYEE | $61,641 | not reported in the loaded dataset |
| Jeanie Eicher | EMPLOYEE | $47,621 | $0 |
| Jpmorgan Chase Bank, N.A | INVESTMENT MANAGER | $44,613 | not reported in the loaded dataset |
| Dee Anne Walker | DIRECTOR | $36,622 | not reported in the loaded dataset |
| First Tennessee Bank | BANK ACCOUNT | $31,602 | not reported in the loaded dataset |
| State Street Global Advisors | INVESTMENT MANAGER | $25,000 | $0 |
| Blackstone Alternative Asset Manage | INVESTMENT MANAGER | $24,273 | not reported in the loaded dataset |
| Lisa Fetzer | EMPLOYEE | $21,365 | not reported in the loaded dataset |
| Pierson Ferdinand | ATTORNEY | $18,906 | $0 |
| Frontage Technologies Solutions Inc | DATA PROCESSING | $13,966 | $0 |
| Parametric Defensive Equity Fund Ll | INVESTMENT MANAGER | $11,984 | not reported in the loaded dataset |
| Hamilton Lane | INVESTMENT MANAGER | $7,238 | not reported in the loaded dataset |
| Bicc Systems Inc | DATA PROCESSING | $6,093 | $0 |