Plan5500

Uft & Uft Welfare Fund Employees Pension Plan — Form 5500 plan (Pension Committee Uft & Uft Wf Employees Pension Plan)

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, Uft & Uft Welfare Fund Employees Pension Plan is a benefit plan reported by Pension Committee Uft & Uft Wf Employees Pension Plan under EIN 13-6565160 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,153 participants and $295,794,307 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$295.6MPlan net assets, end of year$295,629,747
Participants1.2KCovered participants reported1,153
Assets / participant$256.5KComputed: assets ÷ participants$256,543 (computed)
Provider compensation$412.7K7 Schedule C provider row(s)$412,739
Plan sponsor
Pension Committee Uft & Uft Wf Employees Pension Plan
EIN
13-6565160
Plan number
003
Plan type
3
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,153 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$295.8M total assets
Net assets$295.6MLiabilities$164.6K
Money in vs. money out
Total income / additions$51.9M
Total expenses$14.1M
Benefits paid / distributions$12.8M
Contributions
Employer$9.7M
Participant$386.8K
Full reported line items

Net assets

Total assets (EOY)
$295,794,307
Total liabilities (EOY)
$164,560
Net assets (EOY)
$295,629,747
Net assets (BOY)
$257,826,130

Income & contributions

Employer contributions
$9,653,356
Participant contributions
$386,805
Total contributions
$10,040,161
Total income / additions
$51,897,850

Expenses & distributions

Benefits paid
$12,783,903
Administrative expenses
$1,309,417
Total expenses
$14,094,233
Net increase / (decrease)
$37,803,617
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 96%Participant 4%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Amalgamated Bank Of New York$167.6K
    NONE · Direct $166.5K · Indirect $1.1K
  2. 2
    Mma Asset Management LLC$84.3K
    NONE · Direct $84.3K · Indirect $0
  3. 3
    The Segal Company$65.5K
    NONE · Direct $65.5K
  4. 4
    Wilmington Trust Investment Advisor$55.2K
    NONE · Direct $55.2K
  5. 5
    Weaver And Tidwell, Llp$26K
    NONE · Direct $26K
  6. 6
    Strook, Strook And Lavan$7.7K
    NONE · Direct $7.7K
  7. 7
    Segal Select Insurance$6.3K
    NONE · Direct $0 · Indirect $6.3K

What to inspect next

Frequently asked questions

Who sponsors the Uft & Uft Welfare Fund Employees Pension Plan?
Uft & Uft Welfare Fund Employees Pension Plan is reported as sponsored by Pension Committee Uft & Uft Wf Employees Pension Plan (EIN 13-6565160, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Uft & Uft Welfare Fund Employees Pension Plan?
The latest Form 5500 filing year loaded for Uft & Uft Welfare Fund Employees Pension Plan is 2023.
How many participants does Uft & Uft Welfare Fund Employees Pension Plan report?
Uft & Uft Welfare Fund Employees Pension Plan reports 1,153 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Uft & Uft Welfare Fund Employees Pension Plan?
Uft & Uft Welfare Fund Employees Pension Plan reports $295,794,307 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages