Iue-Cwa Pension Plan — Form 5500 plan (Trustees Of Iue- Cwa Afl-Cio 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, Iue-Cwa Pension Plan is a benefit plan reported by Trustees Of Iue- Cwa Afl-Cio Pension Fund under EIN 22-6250252 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,249 participants and $479,903,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Iue- Cwa Afl-Cio Pension Fund
- EIN
- 22-6250252
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 13,249
- End-of-year plan assets
- $479,903,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,249 | H, C | 20241015201528NAL0030838993002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $479,903,398
- Total liabilities (EOY)
- $131,779
- Net assets (EOY)
- $479,771,619
- Net assets (BOY)
- $217,745,276
Income & contributions
- Employer contributions
- $1,963,501
- Total contributions
- $6,622,005
- Total income / additions
- $301,222,331
Expenses & distributions
- Benefits paid
- $35,865,245
- Administrative expenses
- $3,330,743
- Total expenses
- $39,195,988
- Net increase / (decrease)
- $262,026,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $792,000 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel Llp | NONE | $684,507 | not reported in the loaded dataset | 2023 |
| Segal & Company | NONE | $355,921 | not reported in the loaded dataset | 2023 |
| Cohen,Weiss & Simon, Llp | NONE | $163,612 | not reported in the loaded dataset | 2023 |
| Segal Macro Advisor | NONE | $127,395 | not reported in the loaded dataset | 2023 |
| Gw&K Investment Management | NONE | $117,697 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $86,258 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefits Admin | NONE | $58,594 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Cooke & Bieler | NONE | $51,158 | $0 | 2023 |
| Prudential Insurance Co | NONE | $11,388 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $5,003 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Iue- Cwa Afl-Cio Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American Solutions — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Segal & Company — Schedule C compensation
- Cohen,Weiss & Simon, Llp — Schedule C compensation
- Segal Macro Advisor — Schedule C compensation
- Gw&K Investment Management — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Cooke & Bieler — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation