2023 Form 5500 filing — Local Union 903 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 20250915160337NAL0002086304003) for Local Union 903 Pension Plan, reported by Local Union 903 Pension Plan under EIN 64-6151461 and plan number 001. It reports 976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915160337NAL0002086304003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local Union 903 Pension Plan
- EIN
- 64-6151461
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,812,640
- Total liabilities (EOY)
- $34,222
- Net assets (EOY)
- $72,778,418
- Employer contributions
- $3,633,841
- Total income / additions
- $16,257,299
- Benefits paid
- $2,637,426
- Administrative expenses
- $509,557
- Total expenses
- $3,146,983
- Net increase / (decrease)
- $13,110,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Capital Management LLC | INVESTMENT MANAGEMENT | $139,771 | $1,430 |
| Gulf States Consultants & Adm Inc | ADMINISTRATOR | $72,000 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | INVESTMENT CUSTODIAN | $71,985 | not reported in the loaded dataset |
| Ullico Infrastructure | INVESTMENT MANAGEMENT | $56,608 | not reported in the loaded dataset |
| Reynolds Consulting Services Inc | INVESTMENT CONSULTING | $37,750 | not reported in the loaded dataset |
| Hancock Bank | INVESTMENT CUSTODIAN | $22,089 | not reported in the loaded dataset |
| Southern Actuarial Services LLC | ACTUARY | $18,250 | not reported in the loaded dataset |
| Cri Advisors, LLC | AUDITOR | $17,862 | not reported in the loaded dataset |