Ua Local 190 Pension Plan — Form 5500 plan (Joint Board Of Trustees Of The Ua Local 190 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, Ua Local 190 Pension Plan is a benefit plan reported by Joint Board Of Trustees Of The Ua Local 190 Pension Plan under EIN 38-6065579 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,556 participants and $263,900,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of The Ua Local 190 Pension Plan
- EIN
- 38-6065579
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 2,556
- End-of-year plan assets
- $263,900,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,556 | H, C | 20250314134930NAL0011854307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $263,900,231
- Total liabilities (EOY)
- $675,078
- Net assets (EOY)
- $263,225,153
- Net assets (BOY)
- $231,368,363
Income & contributions
- Employer contributions
- $16,421,207
- Total contributions
- $16,421,207
- Total income / additions
- $50,609,405
Expenses & distributions
- Benefits paid
- $17,458,375
- Administrative expenses
- $1,294,240
- Total expenses
- $18,752,615
- Net increase / (decrease)
- $31,856,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tic International Corporation | NONE | $128,387 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management, Ll | NONE | $124,498 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc. | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| Brookfield Asset Management | NONE | $102,369 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $75,534 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $71,088 | not reported in the loaded dataset | 2023 |
| 50 South Capital Advisors, LLC | NONE | $62,835 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $53,264 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $42,570 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management, LLC | NONE | $40,802 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates, Inc. | NONE | $37,912 | not reported in the loaded dataset | 2023 |
| Ferguson Widmayer & Clark Pc | NONE | $36,670 | not reported in the loaded dataset | 2023 |
| Bennett & Associates Cpas Pllc | NONE | $34,360 | not reported in the loaded dataset | 2023 |
| Seizert Capital Partners | NONE | $31,862 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | NONE | $29,104 | not reported in the loaded dataset | 2023 |
| Barden Hill Investment Partners Lp | NONE | $12,659 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of The Ua Local 190 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Tic International Corporation — Schedule C compensation
- Boyd Watterson Asset Management, Ll — Schedule C compensation
- Segal Advisors, Inc. — Schedule C compensation
- Brookfield Asset Management — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Comerica — Schedule C compensation
- 50 South Capital Advisors, LLC — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Lazard Asset Management, LLC — Schedule C compensation
- O'Sullivan Associates, Inc. — Schedule C compensation
- Ferguson Widmayer & Clark Pc — Schedule C compensation
- Bennett & Associates Cpas Pllc — Schedule C compensation
- Seizert Capital Partners — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Barden Hill Investment Partners Lp — Schedule C compensation