Pension Fund United Scenic Artists Local 829 — Form 5500 plan (Board Of Trustees Of 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, Pension Fund United Scenic Artists Local 829 is a benefit plan reported by Board Of Trustees Of Pension Fund under EIN 13-1982707 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,847 participants and $487,581,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Pension Fund
- EIN
- 13-1982707
- Plan number
- 001
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 4,847
- End-of-year plan assets
- $487,581,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,847 | H, C | 20241015110203NAL0028140033005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $487,581,773
- Total liabilities (EOY)
- $711,104
- Net assets (EOY)
- $486,870,669
- Net assets (BOY)
- $439,565,005
Income & contributions
- Employer contributions
- $15,711,804
- Total contributions
- $15,711,804
- Total income / additions
- $70,127,460
Expenses & distributions
- Benefits paid
- $21,011,464
- Administrative expenses
- $1,810,332
- Total expenses
- $22,821,796
- Net increase / (decrease)
- $47,305,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | NONE | $414,379 | not reported in the loaded dataset | 2023 |
| Timessquare Capital Management, LLC | NONE | $260,935 | not reported in the loaded dataset | 2023 |
| Systematic Financial Management, Lp | NONE | $250,289 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc | NONE | $180,760 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $167,638 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $152,448 | not reported in the loaded dataset | 2023 |
| Income Research And Management | NONE | $122,526 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $115,612 | not reported in the loaded dataset | 2023 |
| Marquette Assoc. | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $85,439 | not reported in the loaded dataset | 2023 |
| Partners Group Usa , Inc | NONE | $84,486 | not reported in the loaded dataset | 2023 |
| J.P.Morgan Investment Management | NONE | $75,015 | not reported in the loaded dataset | 2023 |
| Pacific Asset Management LLC | NONE | $72,763 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | UNION ATTORNEY | $68,412 | not reported in the loaded dataset | 2023 |
| Ellenoff Grossman & Schole Llp | NONE | $56,203 | not reported in the loaded dataset | 2023 |
| Usa Local 829 Union | RELATED LABOR UNION | $50,624 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Aip Gp Lp | NONE | $47,842 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $33,541 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $31,693 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp Pc | UNION ACCOUNTANT | $26,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase | NONE | $8,262 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | not reported in the loaded dataset | $7,268 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Timessquare Capital Management, LLC — Schedule C compensation
- Systematic Financial Management, Lp — Schedule C compensation
- Ullico Investment Advisors, Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Income Research And Management — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Marquette Assoc. — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Partners Group Usa , Inc — Schedule C compensation
- J.P.Morgan Investment Management — Schedule C compensation
- Pacific Asset Management LLC — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Ellenoff Grossman & Schole Llp — Schedule C compensation
- Usa Local 829 Union — Schedule C compensation
- Morgan Stanley Aip Gp Lp — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Gould Kobrick & Schlapp Pc — Schedule C compensation
- Jp Morgan Chase — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation