U.A. Local 13 Pension Fund — Form 5500 plan (United Associated Pension Fund Local 13)
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, U.A. Local 13 Pension Fund is a benefit plan reported by United Associated Pension Fund Local 13 under EIN 16-0778864 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,377 participants and $360,018,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Associated Pension Fund Local 13
- EIN
- 16-0778864
- Plan number
- 001
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 1,377
- End-of-year plan assets
- $360,018,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,377 | H, C | 20241002113004NAL0003979875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $360,018,168
- Total liabilities (EOY)
- $334,392
- Net assets (EOY)
- $359,683,776
- Net assets (BOY)
- $340,301,260
Income & contributions
- Employer contributions
- $12,238,679
- Total contributions
- $12,238,679
- Total income / additions
- $42,833,864
Expenses & distributions
- Benefits paid
- $21,516,090
- Administrative expenses
- $1,935,258
- Total expenses
- $23,451,348
- Net increase / (decrease)
- $19,382,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier Advisors, Inc. | NONE | $383,752 | not reported in the loaded dataset | 2023 |
| U.A. Local 13 Employers Grp Ins Fd | RELATED PARTY/SHARED EXP. | $229,328 | not reported in the loaded dataset | 2023 |
| Winslow Capital Management | NONE | $192,239 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Capital Advisors | NONE | $186,913 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Limited | NONE | $184,021 | not reported in the loaded dataset | 2023 |
| Karpus Investment Mgmt | NONE | $171,024 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $112,199 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $103,992 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment | NONE | $93,148 | not reported in the loaded dataset | 2023 |
| Asherkelly | NONE | $90,728 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors, Inc. | NONE | $60,850 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $30,450 | not reported in the loaded dataset | 2023 |
| U.A. Local 13 Building, Inc. | RELATED PARTY/RENT | $20,000 | not reported in the loaded dataset | 2023 |
| Phoenix Graphics, Inc. | NONE | $9,972 | not reported in the loaded dataset | 2023 |
| Bridgeway | NONE | $9,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Associated Pension Fund Local 13
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Manning & Napier Advisors, Inc. — Schedule C compensation
- U.A. Local 13 Employers Grp Ins Fd — Schedule C compensation
- Winslow Capital Management — Schedule C compensation
- Kayne Anderson Capital Advisors — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Karpus Investment Mgmt — Schedule C compensation
- Cheiron — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Brandywine Global Investment — Schedule C compensation
- Asherkelly — Schedule C compensation
- Segal Marco Advisors, Inc. — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- U.A. Local 13 Building, Inc. — Schedule C compensation
- Phoenix Graphics, Inc. — Schedule C compensation
- Bridgeway — Schedule C compensation