Usw District 10, Local 286, Pension Plan — Form 5500 plan (Board Of Trustees Usw District 10,Local 286,)
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, Usw District 10, Local 286, Pension Plan is a benefit plan reported by Board Of Trustees Usw District 10,Local 286, under EIN 23-0630051 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,132 participants and $72,725,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Usw District 10,Local 286,
- EIN
- 23-0630051
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 4,132
- End-of-year plan assets
- $72,725,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,132 | H, C | 20241007111337NAL0015084465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,725,901
- Total liabilities (EOY)
- $62,996
- Net assets (EOY)
- $72,662,905
- Net assets (BOY)
- $72,757,471
Income & contributions
- Total contributions
- $2,199,169
- Total income / additions
- $7,934,502
Expenses & distributions
- Benefits paid
- $6,845,946
- Administrative expenses
- $1,183,122
- Total expenses
- $8,029,068
- Net increase / (decrease)
- -$94,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usw District 10 Local 286 Union | SPONSORING LABOR ORG. | $446,769 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $142,608 | not reported in the loaded dataset | 2023 |
| Carlo Simone Iii | EMPLOYEE | $0 | $96,026 | 2023 |
| Chartwell Investment Partners LLC | NONE | $68,642 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management | NONE | $0 | $59,959 | 2023 |
| Investment Performance Services, Ll | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Cbiz, Inc. | NONE | $48,500 | not reported in the loaded dataset | 2023 |
| Spear Wilderman, P.C. | NONE | $47,850 | not reported in the loaded dataset | 2023 |
| Sobol Law Group P.C. | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $27,630 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $26,684 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management, Llp | NONE | $25,022 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $17,559 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $13,342 | not reported in the loaded dataset | 2023 |
| Xpan Law Partners, LLC | NONE | $7,805 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $6,647 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Usw District 10,Local 286,
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Usw District 10 Local 286 Union — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Carlo Simone Iii — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- First Eagle Investment Management — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Cbiz, Inc. — Schedule C compensation
- Spear Wilderman, P.C. — Schedule C compensation
- Sobol Law Group P.C. — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Xpan Law Partners, LLC — Schedule C compensation
- Us Bank National Association — Schedule C compensation