2023 Form 5500 filing — U. A. Local Union No. 614 Pension Plan
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 20250115165335NAL0011924403001) for U. A. Local Union No. 614 Pension Plan, reported by Trustees - U. A. Local Union No. 614 Pension Plan under EIN 62-6085904 and plan number 001. It reports 1,292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115165335NAL0011924403001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - U. A. Local Union No. 614 Pension Plan
- EIN
- 62-6085904
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,636,670
- Total liabilities (EOY)
- $99,588
- Net assets (EOY)
- $195,537,082
- Employer contributions
- $9,789,715
- Total income / additions
- $38,362,638
- Benefits paid
- $7,947,211
- Administrative expenses
- $990,517
- Total expenses
- $8,937,728
- Net increase / (decrease)
- $29,424,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Capital Management, LLC | NONE | $525,722 | $3,893 |
| Novara Tesija & Catenacci, Pllc | NONE | $86,397 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $75,400 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $50,498 | not reported in the loaded dataset |
| Needles & Assoicates, LLC | NONE | $39,381 | not reported in the loaded dataset |
| Regions Bank | NONE | $0 | not reported in the loaded dataset |
| Eberts And Harrison, Inc | NONE | $0 | not reported in the loaded dataset |
| United Members Insurance | NONE | $0 | not reported in the loaded dataset |
| Plan Administrator | TAFT HARTLEY PLAN PAYMENT | $0 | not reported in the loaded dataset |
| Great West Life And Annuity Ins Co | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset |
| American Funds | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Baron | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Columbia | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Dodge And Cox | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Eaton Vance | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Harris | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Invesco | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Pimco Funds | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Putnam | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Rpyce | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Thornburg | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Vanguard | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |
| Massachusetts Mutual Life Ins Co | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset |