2023 Form 5500 filing — U.A. Local Union No. 322 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 20250812075203NAL0007968193001) for U.A. Local Union No. 322 Pension Plan, reported by Trustees, U.A. Local 322 Pension Fund under EIN 21-6016638 and plan number 001. It reports 1,678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812075203NAL0007968193001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees, U.A. Local 322 Pension Fund
- EIN
- 21-6016638
- Plan number
- 001
- Location
- Hammonton, NJ
- Participants
- 1,678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,414,218
- Total liabilities (EOY)
- $137,009
- Net assets (EOY)
- $128,277,209
- Employer contributions
- $14,936,499
- Total income / additions
- $39,688,972
- Benefits paid
- $19,028,971
- Administrative expenses
- $779,769
- Total expenses
- $19,808,740
- Net increase / (decrease)
- $19,880,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gc Investment Management LLC | NONE | $0 | $223,694 |
| Pfm Asset Management LLC | NONE | $191,894 | not reported in the loaded dataset |
| Blackstone Alternative Asset Mgt Lp | NONE | $85,280 | $0 |
| John Shaloo | EMPLOYEE | $73,109 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $70,833 | not reported in the loaded dataset |
| Patricia Dubosque | EMPLOYEE | $49,864 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $36,250 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $17,945 | not reported in the loaded dataset |
| O'Donogue & O'Donoghue | NONE | $14,583 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook | NONE | $13,333 | not reported in the loaded dataset |