Pace Industry Union-Management Pension Fund — Form 5500 plan (Pace Industry Union-Management 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, Pace Industry Union-Management Pension Fund is a benefit plan reported by Pace Industry Union-Management Pension Fund under EIN 11-6166763 and plan number 001. The latest loaded filing year is 2023. The filing reports 63,255 participants and $2,707,920,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pace Industry Union-Management Pension Fund
- EIN
- 11-6166763
- Plan number
- 001
- Plan type
- 1
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 63,255
- End-of-year plan assets
- $2,707,920,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63,255 | H, C | 20241014213616NAL0028321217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,707,920,528
- Total liabilities (EOY)
- $20,615,619
- Net assets (EOY)
- $2,687,304,909
- Net assets (BOY)
- $1,313,004,939
Income & contributions
- Employer contributions
- $17,652,712
- Total contributions
- $1,366,740,409
- Total income / additions
- $1,604,802,321
Expenses & distributions
- Benefits paid
- $216,856,339
- Administrative expenses
- $13,507,910
- Total expenses
- $230,502,351
- Net increase / (decrease)
- $1,374,299,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company (Eastern States), | SERVICE PROVIDER | $900,596 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser, Pllc | SERVICE PROVIDER | $341,705 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Mith Barney LLC | SERVICE PROVIDER | $292,704 | not reported in the loaded dataset | 2023 |
| Meketa Fiduciary Management | SERVICE PROVIDER | $267,500 | not reported in the loaded dataset | 2023 |
| Carolyn Adams-Rossignol | EMPLOYEE | $228,740 | not reported in the loaded dataset | 2023 |
| Charles Knight | EMPLOYEE | $208,266 | not reported in the loaded dataset | 2023 |
| Doug Corzine | EMPLOYEE | $178,362 | not reported in the loaded dataset | 2023 |
| Jieun Lee | EMPLOYEE | $174,565 | not reported in the loaded dataset | 2023 |
| Lisa Ellis | EMPLOYEE | $153,775 | not reported in the loaded dataset | 2023 |
| Donald Taylor | EMPLOYEE | $149,949 | not reported in the loaded dataset | 2023 |
| Thomas Elefante | EMPLOYEE | $143,813 | not reported in the loaded dataset | 2023 |
| Matthew Collins | EMPLOYEE | $135,910 | not reported in the loaded dataset | 2023 |
| Peggy Byrd | EMPLOYEE | $133,333 | not reported in the loaded dataset | 2023 |
| Tonisha Franklin | EMPLOYEE | $132,335 | not reported in the loaded dataset | 2023 |
| Prisma Nashville LLC | SERVICE PROVIDER | $131,083 | not reported in the loaded dataset | 2023 |
| Matthew Ray | EMPLOYEE | $121,304 | not reported in the loaded dataset | 2023 |
| Christina Annenkoff | EMPLOYEE | $119,936 | not reported in the loaded dataset | 2023 |
| Sandra Mckee | EMPLOYEE | $117,932 | not reported in the loaded dataset | 2023 |
| Andy Grimm | EMPLOYEE | $114,316 | not reported in the loaded dataset | 2023 |
| Kelly Davis | EMPLOYEE | $113,949 | not reported in the loaded dataset | 2023 |
| Melanie Adams | EMPLOYEE | $112,209 | not reported in the loaded dataset | 2023 |
| Juan Cavallini | EMPLOYEE | $109,790 | not reported in the loaded dataset | 2023 |
| Aubrey Dickerson | EMPLOYEE | $109,011 | not reported in the loaded dataset | 2023 |
| Sharonia Payne | EMPLOYEE | $106,036 | not reported in the loaded dataset | 2023 |
| Jacob Singer | EMPLOYEE | $105,647 | not reported in the loaded dataset | 2023 |
| Anthony Mancini | EMPLOYEE | $105,392 | not reported in the loaded dataset | 2023 |
| Emily Nelms | EMPLOYEE | $102,499 | not reported in the loaded dataset | 2023 |
| Jennifer Block | EMPLOYEE | $99,401 | not reported in the loaded dataset | 2023 |
| Ben Myrick | EMPLOYEE | $99,080 | not reported in the loaded dataset | 2023 |
| Charlotte Dale | EMPLOYEE | $95,295 | not reported in the loaded dataset | 2023 |
| Katrina Burnette | EMPLOYEE | $94,535 | not reported in the loaded dataset | 2023 |
| Stan Schklar | EMPLOYEE | $92,541 | not reported in the loaded dataset | 2023 |
| Sean Vanorder | EMPLOYEE | $92,344 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | SERVICE PROVIDER | $0 | $88,789 | 2023 |
| Peebles Dawoodi | EMPLOYEE | $88,186 | not reported in the loaded dataset | 2023 |
| Linda Hood | EMPLOYEE | $88,124 | not reported in the loaded dataset | 2023 |
| Matthew Conti | EMPLOYEE | $88,098 | not reported in the loaded dataset | 2023 |
| Donna Miller | EMPLOYEE | $86,952 | not reported in the loaded dataset | 2023 |
| Nicole Lavender | EMPLOYEE | $85,460 | not reported in the loaded dataset | 2023 |
| Carmen Cooper | EMPLOYEE | $84,017 | not reported in the loaded dataset | 2023 |
| Sara Mullins | EMPLOYEE | $81,340 | not reported in the loaded dataset | 2023 |
| Mary Alday | EMPLOYEE | $80,931 | not reported in the loaded dataset | 2023 |
| Meredith Albright | EMPLOYEE | $80,235 | not reported in the loaded dataset | 2023 |
| Shaun Savage | EMPLOYEE | $79,513 | not reported in the loaded dataset | 2023 |
| Angela Fitzpatrick | EMPLOYEE | $62,225 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Llp | SERVICE PROVIDER | $55,125 | not reported in the loaded dataset | 2023 |
| Lbmc Technology Solutions, LLC | SERVICE PROVIDER | $54,931 | not reported in the loaded dataset | 2023 |
| Rebecca Haley | EMPLOYEE | $44,643 | not reported in the loaded dataset | 2023 |
| Asylas, LLC | SERVICE PROVIDER | $43,552 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | SERVICE PROVIDER | $38,005 | not reported in the loaded dataset | 2023 |
| Ctmk, LLC | SERVICE PROVIDER | $27,000 | not reported in the loaded dataset | 2023 |
| Advanced Microelectronics, Inc | SERVICE PROVIDER | $25,649 | not reported in the loaded dataset | 2023 |
| Matthew Gann / Gxi Services | SERVICE PROVIDER | $17,776 | not reported in the loaded dataset | 2023 |
| David W. New, P.C. | TRUSTEE | $14,093 | not reported in the loaded dataset | 2023 |
| Nccmp | SERVICE PROVIDER | $9,000 | not reported in the loaded dataset | 2023 |
| One Identity LLC | SERVICE PROVIDER | $8,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | SERVICE PROVIDER | $6,900 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | SERVICE PROVIDER | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pace Industry Union-Management Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- The Segal Company (Eastern States), — Schedule C compensation
- Bredhoff & Kaiser, Pllc — Schedule C compensation
- Morgan Stanley Mith Barney LLC — Schedule C compensation
- Meketa Fiduciary Management — Schedule C compensation
- Carolyn Adams-Rossignol — Schedule C compensation
- Charles Knight — Schedule C compensation
- Doug Corzine — Schedule C compensation
- Jieun Lee — Schedule C compensation
- Lisa Ellis — Schedule C compensation
- Donald Taylor — Schedule C compensation
- Thomas Elefante — Schedule C compensation
- Matthew Collins — Schedule C compensation
- Peggy Byrd — Schedule C compensation
- Tonisha Franklin — Schedule C compensation
- Prisma Nashville LLC — Schedule C compensation
- Matthew Ray — Schedule C compensation
- Christina Annenkoff — Schedule C compensation
- Sandra Mckee — Schedule C compensation
- Andy Grimm — Schedule C compensation
- Kelly Davis — Schedule C compensation
- Melanie Adams — Schedule C compensation
- Juan Cavallini — Schedule C compensation
- Aubrey Dickerson — Schedule C compensation
- Sharonia Payne — Schedule C compensation
- Jacob Singer — Schedule C compensation
- Anthony Mancini — Schedule C compensation
- Emily Nelms — Schedule C compensation
- Jennifer Block — Schedule C compensation
- Ben Myrick — Schedule C compensation
- Charlotte Dale — Schedule C compensation
- Katrina Burnette — Schedule C compensation
- Stan Schklar — Schedule C compensation
- Sean Vanorder — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Peebles Dawoodi — Schedule C compensation
- Linda Hood — Schedule C compensation
- Matthew Conti — Schedule C compensation
- Donna Miller — Schedule C compensation
- Nicole Lavender — Schedule C compensation
- Carmen Cooper — Schedule C compensation
- Sara Mullins — Schedule C compensation
- Mary Alday — Schedule C compensation
- Meredith Albright — Schedule C compensation
- Shaun Savage — Schedule C compensation
- Angela Fitzpatrick — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation
- Lbmc Technology Solutions, LLC — Schedule C compensation
- Rebecca Haley — Schedule C compensation
- Asylas, LLC — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Ctmk, LLC — Schedule C compensation
- Advanced Microelectronics, Inc — Schedule C compensation
- Matthew Gann / Gxi Services — Schedule C compensation
- David W. New, P.C. — Schedule C compensation
- Nccmp — Schedule C compensation
- One Identity LLC — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation
- Usi Consulting Group — Schedule C compensation