Local 365 Uaw Pension Fund — Form 5500 plan (Local 365 Uaw Pension Fund)
Plain-English plan 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, Local 365 Uaw Pension Fund is a benefit plan reported by Local 365 Uaw Pension Fund under EIN 11-6045281 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,247 participants and $214,686,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 365 Uaw Pension Fund
- EIN
- 11-6045281
- Plan number
- 001
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 3,247
- End-of-year plan assets
- $214,686,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,247 | H, C | 20241015225751NAL0051604960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $214,686,998
- Total liabilities (EOY)
- $46,932
- Net assets (EOY)
- $214,640,066
- Net assets (BOY)
- $209,539,572
Income & contributions
- Employer contributions
- $27,758
- Total contributions
- $27,758
- Total income / additions
- $21,298,551
Expenses & distributions
- Benefits paid
- $15,412,330
- Administrative expenses
- $785,727
- Total expenses
- $16,198,057
- Net increase / (decrease)
- $5,100,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | PERF. SVCS. FOR REL PLAN | $191,426 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | PERF. SVCS. FOR REL PLAN | $156,638 | not reported in the loaded dataset | 2023 |
| The Segal Company | PERF. SVCS. FOR REL PLAN | $100,615 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $53,017 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company, LLC | PERF. SVCS. FOR REL PLAN | $31,250 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani Llp | SERV. REL. PLAN & UNION | $30,017 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $26,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 365 Uaw Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith American Solutions — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Buchbinder Tunick & Company, LLC — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Morgan Stanley — Schedule C compensation