Union Mutual Fund Pension Plan — Form 5500 plan (Board Of Trustees Union Mutual Fund Pens)
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, Union Mutual Fund Pension Plan is a benefit plan reported by Board Of Trustees Union Mutual Fund Pens under EIN 22-6073058 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,318 participants and $60,697,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Union Mutual Fund Pens
- EIN
- 22-6073058
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 5,318
- End-of-year plan assets
- $60,697,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,318 | H, C | 20241014112932NAL0027151825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,697,839
- Total liabilities (EOY)
- $39,673
- Net assets (EOY)
- $60,658,166
- Net assets (BOY)
- $57,724,924
Income & contributions
- Employer contributions
- $536,326
- Total contributions
- $536,326
- Total income / additions
- $6,203,750
Expenses & distributions
- Benefits paid
- $2,606,772
- Administrative expenses
- $663,736
- Total expenses
- $3,270,508
- Net increase / (decrease)
- $2,933,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta & Company | CONTRACT ADM'R | $146,368 | not reported in the loaded dataset | 2023 |
| Friedman And Anspach | ATTORNEY-REL'D LABOR ORG | $115,875 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | NONE | $46,275 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $35,000 | $0 | 2023 |
| Summit Actuarial Services, LLC | ACTUARY-REL'D ERISA PLAN | $28,000 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles Trust Company | NONE | $27,539 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $22,736 | $0 | 2023 |
| Cs Mckee, Lp | NONE | $14,643 | not reported in the loaded dataset | 2023 |
| M&T Bank | BANK SERVICES & CUSTODIAN | $10,000 | $0 | 2023 |
| Charlie Hall, Sr | TRUSTEE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Union Mutual Fund Pens
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Savasta & Company — Schedule C compensation
- Friedman And Anspach — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Summit Actuarial Services, LLC — Schedule C compensation
- Loomis, Sayles Trust Company — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Cs Mckee, Lp — Schedule C compensation
- M&T Bank — Schedule C compensation
- Charlie Hall, Sr — Schedule C compensation