2023 Form 5500 filing — Millwrights' Local 1102 Supplemental 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 20250217083006NAL0002976688002) for Millwrights' Local 1102 Supplemental Pension Fund, reported by Millwrights' Local 1102 Supplemental Pension Fund under EIN 38-6216941 and plan number 001. It reports 4,723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217083006NAL0002976688002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Millwrights' Local 1102 Supplemental Pension Fund
- EIN
- 38-6216941
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 4,723
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $305,771,293
- Total liabilities (EOY)
- $1,357,457
- Net assets (EOY)
- $304,413,836
- Employer contributions
- $24,356,343
- Total income / additions
- $44,135,154
- Benefits paid
- $16,005,068
- Administrative expenses
- $1,232,452
- Total expenses
- $17,957,723
- Net increase / (decrease)
- $26,177,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Partners | NONE | $281,522 | not reported in the loaded dataset |
| Loomis, Sayles & Co., Inc. | NONE | $263,260 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $127,658 | not reported in the loaded dataset |
| Reinhart & Mahoney | NONE | $113,422 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $90,000 | not reported in the loaded dataset |
| Novara Tesija, Pllc | NONE | $83,077 | not reported in the loaded dataset |
| Madison Investment Advisors | NONE | $62,312 | not reported in the loaded dataset |
| Fifth Third Bank | NONE | $41,520 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $22,200 | not reported in the loaded dataset |
| Trade Solutions | NONE | $10,537 | not reported in the loaded dataset |