2023 Form 5500 filing — United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer 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 20250613133010NAL0017592609006) for United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan, reported by Board Of Trustees Of United Steelworkers Pension Trust Fund under EIN 61-0915309 and plan number 001. It reports 1,176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613133010NAL0017592609006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United Steelworkers Pension Trust Fund
- EIN
- 61-0915309
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 1,176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,590,789
- Total liabilities (EOY)
- $31,992
- Net assets (EOY)
- $94,558,797
- Employer contributions
- $2,157,062
- Total income / additions
- $11,378,095
- Benefits paid
- $5,081,905
- Administrative expenses
- $453,855
- Total expenses
- $5,535,760
- Net increase / (decrease)
- $5,842,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT CONSULTANT | $115,397 | not reported in the loaded dataset |
| Umr | CONTACT ADMINISTRATOR | $61,013 | not reported in the loaded dataset |
| Strategic Capital Partners LLC | INVESTMENT CONSULTANT | $38,521 | not reported in the loaded dataset |
| Sage Advisory | INVESTMENT MANAGER | $29,799 | not reported in the loaded dataset |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $22,046 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $13,000 | not reported in the loaded dataset |
| Community Trust Bank | CUSTODIAN | $12,815 | not reported in the loaded dataset |
| Jennison Associates LLC | INVESTMENT MANAGER | $12,657 | not reported in the loaded dataset |
| Columbia Investment Management | INVESTMENT MANAGEMENT | $7,731 | not reported in the loaded dataset |
| Aristotle Capital Management | INVESTMENT MANAGER | $7,354 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MANAGEMENT | $7,333 | not reported in the loaded dataset |
| Osborn Carreiro & Associates | ACTUARY | $6,700 | not reported in the loaded dataset |
| Consulting & Risk Management Inc. | CONSULTANT | $6,000 | not reported in the loaded dataset |
| Delaware | INVESTMENT MANAGEMENT | $5,159 | not reported in the loaded dataset |