2023 Form 5500 filing — Automotive Machinists 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 20250715091150NAL0001460531001) for Automotive Machinists Pension Plan, reported by Automotive Machinists Pension Trust under EIN 91-6123687 and plan number 001. It reports 7,651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715091150NAL0001460531001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Automotive Machinists Pension Trust
- EIN
- 91-6123687
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 7,651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $847,346,545
- Total liabilities (EOY)
- $477,347
- Net assets (EOY)
- $846,869,198
- Employer contributions
- $13,182,517
- Total income / additions
- $130,015,919
- Benefits paid
- $81,159,720
- Administrative expenses
- $4,291,571
- Total expenses
- $85,451,291
- Net increase / (decrease)
- $44,564,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $1,024,308 | not reported in the loaded dataset |
| Bny Mellon | NONE | $554,692 | $0 |
| Western Asset Management Co. | NONE | $397,859 | not reported in the loaded dataset |
| Jp Morgan Investment Mgmt Inc. | NONE | $383,157 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $239,525 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $220,764 | not reported in the loaded dataset |
| Washington Capital Management Inc | NONE | $212,932 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $193,385 | not reported in the loaded dataset |
| Barlow & Coughran, P.S. | NONE | $154,145 | not reported in the loaded dataset |
| Global Trust Company | NONE | $124,072 | not reported in the loaded dataset |
| Us Bank Na | NONE | $79,913 | $0 |
| Cliftonlarsonallen Llp | NONE | $57,902 | not reported in the loaded dataset |
| Bank Of America Merrill Lynch | NONE | $15,708 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $7,935 | not reported in the loaded dataset |