2023 Form 5500 filing — United Association National 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 20250411124301NAL0023227297003) for United Association National Pension Fund, reported by B/O/T United Association National Pension Fund under EIN 52-6152779 and plan number 001. It reports 185,089 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411124301NAL0023227297003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- B/O/T United Association National Pension Fund
- EIN
- 52-6152779
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 185,089
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,130,626,653
- Total liabilities (EOY)
- $39,599,371
- Net assets (EOY)
- $7,091,027,282
- Employer contributions
- $468,235,591
- Total income / additions
- $1,134,221,649
- Benefits paid
- $699,531,376
- Administrative expenses
- $46,181,513
- Total expenses
- $745,712,889
- Net increase / (decrease)
- $388,508,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chlic | NONE | $2,706,824 | not reported in the loaded dataset |
| Bell Asset Mgmt | NONE | $2,569,810 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $1,613,546 | $1,016 |
| Jennison Associates LLC | NONE | $1,184,865 | $0 |
| Schroder Investment Mgmt | NONE | $1,073,196 | not reported in the loaded dataset |
| Wellington Management | NONE | $979,863 | $0 |
| Bridgeway Benefit Technologies | NONE | $976,865 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $861,906 | $0 |
| Aristotle Capital Management | NONE | $812,313 | not reported in the loaded dataset |
| T Rowe Price | NONE | $774,936 | $0 |
| Jpmorgan Chase Bank Na | NONE | $720,370 | not reported in the loaded dataset |
| Calibre Cpa Group LLC | NONE | $707,070 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $671,365 | $0 |
| Riverbridge Partners, LLC | NONE | $655,163 | not reported in the loaded dataset |
| Ullico | NONE | $598,449 | $0 |
| Voya Investment | NONE | $568,845 | not reported in the loaded dataset |
| Macquarie Investment Management Adv | NONE | $554,380 | not reported in the loaded dataset |
| Invesco Inc | NONE | $550,368 | not reported in the loaded dataset |
| Kelly Press, Inc. | NONE | $493,406 | not reported in the loaded dataset |
| Neuberger Berman | NONE | $355,631 | $0 |
| Pc Connection Sales Corp | NONE | $353,748 | not reported in the loaded dataset |
| Pnc Bank | NONE | $338,523 | $0 |
| Brandywine Global | NONE | $329,298 | $0 |
| Segal Marco Advisors | NONE | $328,118 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $326,591 | not reported in the loaded dataset |
| Inscoe, Toni C. | EMPLOYEE | $305,099 | not reported in the loaded dataset |
| Heffernan, Kevin | EMPLOYEE | $279,568 | not reported in the loaded dataset |
| Ramlochan, Nafeeza S | EMPLOYEE | $244,111 | not reported in the loaded dataset |
| Franke, Benjamin C. | EMPLOYEE | $224,506 | not reported in the loaded dataset |
| Leahey, Donald M. | EMPLOYEE | $212,355 | not reported in the loaded dataset |
| Deuja, Kumar | EMPLOYEE | $208,177 | not reported in the loaded dataset |
| Zenebe, Iyob | EMPLOYEE | $194,600 | not reported in the loaded dataset |
| Kukkala, Venkateswararao E. | EMPLOYEE | $178,205 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | NONE | $173,407 | not reported in the loaded dataset |
| Edwards, Perpetua E. | EMPLOYEE | $167,491 | not reported in the loaded dataset |
| Hugo, Curtis A. | EMPLOYEE | $165,482 | not reported in the loaded dataset |
| Dugan, Charlotte | EMPLOYEE | $164,576 | not reported in the loaded dataset |
| Lugo, Dennis | EMPLOYEE | $161,986 | not reported in the loaded dataset |
| Iron Mountain | NONE | $158,785 | not reported in the loaded dataset |
| Gaghan Mechanical, Inc. | NONE | $158,202 | not reported in the loaded dataset |
| Recovery Point Systems | NONE | $158,024 | not reported in the loaded dataset |
| Geohagan, Wayne S. | EMPLOYEE | $157,461 | not reported in the loaded dataset |
| Devore, Karen A. | EMPLOYEE | $155,114 | not reported in the loaded dataset |
| Xerox Corporation | NONE | $149,394 | not reported in the loaded dataset |
| O'Reilly-Walker, Arlette M. | EMPLOYEE | $147,088 | not reported in the loaded dataset |
| Youhouse, Joseph D. | EMPLOYEE | $142,069 | not reported in the loaded dataset |
| Andre-Inge, Maurice A. | EMPLOYEE | $141,182 | not reported in the loaded dataset |
| Galbreath-Hall, Kim M | EMPLOYEE | $133,076 | not reported in the loaded dataset |
| Johnson, David A. | EMPLOYEE | $128,116 | not reported in the loaded dataset |
| Convergeone Inc | NONE | $125,706 | not reported in the loaded dataset |
| Bekoe, Kofi | EMPLOYEE | $124,161 | not reported in the loaded dataset |
| Fenderson, Melissa | EMPLOYEE | $118,350 | not reported in the loaded dataset |
| Yimer, Tseday | EMPLOYEE | $117,037 | not reported in the loaded dataset |
| Rasheed, Susan B. | EMPLOYEE | $116,092 | not reported in the loaded dataset |
| Dominion Energy Virginia | NONE | $111,473 | not reported in the loaded dataset |
| Layode, Oyebisi | EMPLOYEE | $110,392 | not reported in the loaded dataset |
| Xiologix, LLC | NONE | $109,691 | not reported in the loaded dataset |
| Boyd, Chantelle Y. | EMPLOYEE | $109,217 | not reported in the loaded dataset |
| Revel, Donna L. | EMPLOYEE | $108,710 | not reported in the loaded dataset |
| Frankenberg, Mi Jung | EMPLOYEE | $106,966 | not reported in the loaded dataset |
| Lewis, William | EMPLOYEE | $106,707 | not reported in the loaded dataset |
| Noack, Ladonna | EMPLOYEE | $105,501 | not reported in the loaded dataset |
| Guerra, Mary M. | EMPLOYEE | $104,736 | not reported in the loaded dataset |
| Robinson, Kiven | EMPLOYEE | $102,757 | not reported in the loaded dataset |
| Claassen, Gregory | EMPLOYEE | $102,131 | not reported in the loaded dataset |
| White, Ayeisha | EMPLOYEE | $101,602 | not reported in the loaded dataset |
| Smith, Toria S. | EMPLOYEE | $101,489 | not reported in the loaded dataset |
| Wiley, Alexander | EMPLOYEE | $99,866 | not reported in the loaded dataset |
| Andrews, Judy | EMPLOYEE | $97,465 | not reported in the loaded dataset |
| Boggs, Sharon | EMPLOYEE | $97,373 | not reported in the loaded dataset |
| Staton-Wallis, Tracy | EMPLOYEE | $96,837 | not reported in the loaded dataset |
| Reliance Standard Life Insurance | NONE | $96,523 | not reported in the loaded dataset |
| Knight, Shenika | EMPLOYEE | $96,309 | not reported in the loaded dataset |
| Southern California Pipetrades | NONE | $96,283 | not reported in the loaded dataset |
| Phifer, Linda S. | EMPLOYEE | $94,592 | not reported in the loaded dataset |
| Savia, Sandra | EMPLOYEE | $94,578 | not reported in the loaded dataset |
| Hill, Gerald A. | EMPLOYEE | $94,298 | not reported in the loaded dataset |
| Proctor, Chrisa | EMPLOYEE | $93,937 | not reported in the loaded dataset |
| Peters, Michael Jr | EMPLOYEE | $92,739 | not reported in the loaded dataset |
| Jones, Nikki | EMPLOYEE | $92,580 | not reported in the loaded dataset |
| Northern Trust | NONE | $92,495 | not reported in the loaded dataset |
| St. Remy, Chris | EMPLOYEE | $92,456 | not reported in the loaded dataset |
| Plumb, Darlene | EMPLOYEE | $91,060 | not reported in the loaded dataset |
| Goodman Lauren A | EMPLOYEE | $91,060 | not reported in the loaded dataset |
| Fultz, Ruth | EMPLOYEE | $91,054 | not reported in the loaded dataset |
| Mongold, Gary | EMPLOYEE | $91,033 | not reported in the loaded dataset |
| Mosley, Naketa | EMPLOYEE | $90,232 | not reported in the loaded dataset |
| Conlon, Dennis | EMPLOYEE | $89,600 | not reported in the loaded dataset |
| Sinclair, Neicole | EMPLOYEE | $89,589 | not reported in the loaded dataset |
| Ellis, Robin | EMPLOYEE | $89,016 | not reported in the loaded dataset |
| Green, Toleathia | EMPLOYEE | $88,112 | not reported in the loaded dataset |
| Williams, Yuri | EMPLOYEE | $88,091 | not reported in the loaded dataset |
| Collins, Zena | EMPLOYEE | $87,880 | not reported in the loaded dataset |
| Robertson, James A | EMPLOYEE | $87,657 | not reported in the loaded dataset |
| O'Connor, Kristina | EMPLOYEE | $87,621 | not reported in the loaded dataset |
| Sayson, Maribel | EMPLOYEE | $87,142 | not reported in the loaded dataset |
| Morrison, Ryan | EMPLOYEE | $86,242 | not reported in the loaded dataset |
| Kopp Iii, Robert | EMPLOYEE | $85,909 | not reported in the loaded dataset |
| Dickenson, Mary | EMPLOYEE | $85,828 | not reported in the loaded dataset |
| Chesnick, Lisa | EMPLOYEE | $84,953 | not reported in the loaded dataset |
| Mcleod, Joanne | EMPLOYEE | $84,572 | not reported in the loaded dataset |
| Powell, Penny | EMPLOYEE | $84,278 | not reported in the loaded dataset |
| Robertson, Beverly | EMPLOYEE | $83,869 | not reported in the loaded dataset |
| Gaillard, Kiana | EMPLOYEE | $83,604 | not reported in the loaded dataset |
| Youhouse, Marianella A | EMPLOYEE | $82,607 | not reported in the loaded dataset |
| Northern Virginia Staffing, Inc. | NONE | $82,492 | not reported in the loaded dataset |
| Hunt, Jason | EMPLOYEE | $82,122 | not reported in the loaded dataset |
| Ward, Stacy | EMPLOYEE | $81,009 | not reported in the loaded dataset |
| Atkins, Lisa | EMPLOYEE | $80,153 | not reported in the loaded dataset |
| Butchee, Tonia | EMPLOYEE | $79,862 | not reported in the loaded dataset |
| Verizon | NONE | $78,532 | not reported in the loaded dataset |
| Spencer, Mariah | EMPLOYEE | $77,694 | not reported in the loaded dataset |
| Miller, Brianna | EMPLOYEE | $77,607 | not reported in the loaded dataset |
| Cooper, Keyona | EMPLOYEE | $76,680 | not reported in the loaded dataset |
| Charity, Lisa | EMPLOYEE | $76,499 | not reported in the loaded dataset |
| Jackson, Lilia | EMPLOYEE | $76,462 | not reported in the loaded dataset |
| Clark-Baxter, Antonie | EMPLOYEE | $75,087 | not reported in the loaded dataset |
| Crumley, John M | EMPLOYEE | $74,243 | not reported in the loaded dataset |
| Fuller, Tamara S | EMPLOYEE | $74,241 | not reported in the loaded dataset |
| Romero, Luz A | EMPLOYEE | $74,235 | not reported in the loaded dataset |
| Reid, Larry | EMPLOYEE | $74,157 | not reported in the loaded dataset |
| Oliver, Chris | EMPLOYEE | $73,796 | not reported in the loaded dataset |
| Daniels Barbour, Janice | EMPLOYEE | $73,398 | not reported in the loaded dataset |
| Merritt, Nicole | EMPLOYEE | $72,597 | not reported in the loaded dataset |
| Dalton Wharf Association Inc | NONE | $71,942 | not reported in the loaded dataset |
| Woods, Brittany | EMPLOYEE | $69,860 | not reported in the loaded dataset |
| Ramos, Yeny | EMPLOYEE | $69,785 | not reported in the loaded dataset |
| Fields, Kyana | EMPLOYEE | $69,362 | not reported in the loaded dataset |
| Atsbeha, Nathnael | EMPLOYEE | $68,621 | not reported in the loaded dataset |
| Bascope, Christina | EMPLOYEE | $68,532 | not reported in the loaded dataset |
| Veney, Reginald | EMPLOYEE | $67,866 | not reported in the loaded dataset |
| Boadi, Rose | EMPLOYEE | $67,712 | not reported in the loaded dataset |
| Lawrence, Devin | EMPLOYEE | $66,199 | not reported in the loaded dataset |
| Congress Asset Mgmt | NONE | $65,000 | not reported in the loaded dataset |
| Edwards, Monique | EMPLOYEE | $64,001 | not reported in the loaded dataset |
| Mckay, Jamal | EMPLOYEE | $62,477 | not reported in the loaded dataset |
| The Segal Company Svc, Inc. | NONE | $60,877 | not reported in the loaded dataset |
| Alexander, Joceline M | EMPLOYEE | $60,568 | not reported in the loaded dataset |
| Ewell, Sandra | EMPLOYEE | $60,428 | not reported in the loaded dataset |
| At&T | NONE | $60,103 | not reported in the loaded dataset |
| Oneal, Robert | EMPLOYEE | $59,424 | not reported in the loaded dataset |
| Pernell, Lachrisa | EMPLOYEE | $59,389 | not reported in the loaded dataset |
| P & R Enterprise, Inc | NONE | $50,201 | not reported in the loaded dataset |
| Tk Elevator | NONE | $48,836 | not reported in the loaded dataset |
| Avaya Communications, Inc. | NONE | $46,876 | not reported in the loaded dataset |
| Kramer Warner Associates, Inc. | NONE | $46,815 | $0 |
| Cranford, Cynthia | EMPLOYEE | $46,771 | not reported in the loaded dataset |
| Aflac | NONE | $45,051 | not reported in the loaded dataset |
| Romolo & Associates | NONE | $42,300 | not reported in the loaded dataset |
| Brand, Galit | EMPLOYEE | $37,649 | not reported in the loaded dataset |
| All State Courier Inc | NONE | $37,174 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $36,137 | not reported in the loaded dataset |
| Dell Marketing Llp | NONE | $36,095 | not reported in the loaded dataset |
| Robert Half | NONE | $32,160 | not reported in the loaded dataset |
| Insight Direct Usa Inc | NONE | $31,273 | not reported in the loaded dataset |
| Culture Amp Inc | NONE | $27,270 | not reported in the loaded dataset |
| Opeiu | NONE | $25,576 | not reported in the loaded dataset |
| Woodbridge Glass Co., Inc | NONE | $25,000 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $24,580 | not reported in the loaded dataset |
| Open Text, Inc. | NONE | $24,422 | not reported in the loaded dataset |
| Virginia & Ambinder Llp | NONE | $23,298 | not reported in the loaded dataset |
| Morgan Stanley & Company LLC | NONE | $22,040 | not reported in the loaded dataset |
| Miller Kaplan Arase, Llp | NONE | $19,727 | not reported in the loaded dataset |
| Pryor Learning, LLC | NONE | $18,974 | not reported in the loaded dataset |
| Retirement Clearinghouse, LLC | NONE | $18,959 | not reported in the loaded dataset |
| Aptean Adaptable Solutions, Inc. | NONE | $18,410 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | NONE | $17,757 | not reported in the loaded dataset |
| Metro Mail Services, Inc. | NONE | $17,304 | not reported in the loaded dataset |
| Randstad Professionals | NONE | $15,000 | not reported in the loaded dataset |
| Oreva Technologies, Inc. | NONE | $14,997 | not reported in the loaded dataset |
| National Vision Administrators | NONE | $12,953 | not reported in the loaded dataset |
| Barlow Coughran Morales | NONE | $12,707 | not reported in the loaded dataset |
| Conner And Winters Llp | NONE | $12,370 | not reported in the loaded dataset |
| Air Conditioning & Refridgeration | NONE | $12,000 | not reported in the loaded dataset |
| Alexandria Renew Enterprises | NONE | $10,583 | not reported in the loaded dataset |
| Anastasi Moore & Martin Pllc | NONE | $10,377 | not reported in the loaded dataset |
| Washington Gas | NONE | $10,308 | not reported in the loaded dataset |
| Frank Parsons Paper Co Inc. | NONE | $10,303 | not reported in the loaded dataset |
| Needles & Associates | NONE | $10,291 | not reported in the loaded dataset |
| Proxy Vote Plus, LLC | NONE | $10,000 | not reported in the loaded dataset |
| Rolling Greens, Inc | NONE | $9,858 | not reported in the loaded dataset |
| Automatic Data Processing | NONE | $8,695 | not reported in the loaded dataset |
| Power Solutions LLC | NONE | $8,625 | not reported in the loaded dataset |
| Ford Credit | NONE | $8,192 | not reported in the loaded dataset |
| Digicert, Inc | NONE | $8,038 | not reported in the loaded dataset |
| Epicore Software Corp | NONE | $7,608 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $7,147 | not reported in the loaded dataset |
| Murray & Heister, Inc. | NONE | $6,827 | not reported in the loaded dataset |
| Slack Technologies, Inc. | NONE | $6,799 | not reported in the loaded dataset |
| Hyland Software, Inc | NONE | $6,750 | not reported in the loaded dataset |
| Rubinbrown, Llp | NONE | $6,680 | not reported in the loaded dataset |
| Lapadula, Carlson & Co Cpa | NONE | $5,968 | not reported in the loaded dataset |
| Comcast Communications | NONE | $5,830 | not reported in the loaded dataset |
| Spencer Fane Britt & Brown Llp | NONE | $5,696 | not reported in the loaded dataset |
| Virgina American Water | NONE | $5,279 | not reported in the loaded dataset |
| Council Of Institutional Investors | NONE | $5,200 | not reported in the loaded dataset |
| Vision Business Products | NONE | $5,190 | not reported in the loaded dataset |