Building Trades United Pension Trust Fund Milwaukee And Vicinity — Form 5500 plan (Building Trades United Pension Trust 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, Building Trades United Pension Trust Fund Milwaukee And Vicinity is a benefit plan reported by Building Trades United Pension Trust Fund under EIN 51-6049409 and plan number 001. The latest loaded filing year is 2023. The filing reports 27,983 participants and $3,267,131,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Building Trades United Pension Trust Fund
- EIN
- 51-6049409
- Plan number
- 001
- Plan type
- 1
- Location
- Elm Grove, WI
- Latest filing year
- 2023
- Participants
- 27,983
- End-of-year plan assets
- $3,267,131,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,983 | H, C | 20241216084204NAL0001322593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,267,131,995
- Total liabilities (EOY)
- $12,572,172
- Net assets (EOY)
- $3,254,559,823
- Net assets (BOY)
- $2,944,013,750
Income & contributions
- Employer contributions
- $212,571,529
- Total contributions
- $212,571,529
- Total income / additions
- $571,168,638
Expenses & distributions
- Benefits paid
- $242,467,940
- Administrative expenses
- $18,154,625
- Total expenses
- $260,622,565
- Net increase / (decrease)
- $310,546,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| H.I.G. Capital, LLC | NONE | $2,319,959 | $0 | 2023 |
| Wilson-Mcshane Corporation | NONE | $2,271,514 | not reported in the loaded dataset | 2023 |
| Ifm Investors Pty Ltd | NONE | $0 | $1,694,649 | 2023 |
| Jp Morgan Asset Management Inc. | NONE | $1,265,140 | $0 | 2023 |
| Harbourvest Partners, Lp | NONE | $1,144,420 | not reported in the loaded dataset | 2023 |
| Newtower Mept | NONE | $903,710 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc. | NONE | $874,029 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $843,425 | not reported in the loaded dataset | 2023 |
| Aberdeen Capital Management | NONE | $594,946 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | NONE | $544,625 | not reported in the loaded dataset | 2023 |
| Bpea Private Equity | NONE | $478,762 | not reported in the loaded dataset | 2023 |
| Baird Advisors | NONE | $457,839 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $410,816 | $0 | 2023 |
| The Previant Law Firm, S.C. | NONE | $258,665 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates, Ll | NONE | $255,374 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $247,607 | $0 | 2023 |
| Artisan Partners | NONE | $217,688 | $0 | 2023 |
| Marquette Associates | NONE | $211,667 | not reported in the loaded dataset | 2023 |
| Afl-Cio Housing Investment Trust | NONE | $189,589 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $152,038 | $0 | 2023 |
| Cheiron Inc | NONE | $146,418 | not reported in the loaded dataset | 2023 |
| Winslow Capital Management | NONE | $132,127 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, S.C. | NONE | $87,218 | not reported in the loaded dataset | 2023 |
| Neuberger Berman | NONE | $79,619 | not reported in the loaded dataset | 2023 |
| Carlyle Investment Services | NONE | $77,631 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $68,500 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $63,000 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors, LLC | NONE | $42,632 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $35,153 | not reported in the loaded dataset | 2023 |
| Consolidated Printing | NONE | $8,229 | not reported in the loaded dataset | 2023 |
| The Marek Group Inc | NONE | $5,861 | not reported in the loaded dataset | 2023 |
| Raff Printing, Inc | NONE | $5,797 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Building Trades United Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Elm Grove, WI
- H.I.G. Capital, LLC — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Ifm Investors Pty Ltd — Schedule C compensation
- Jp Morgan Asset Management Inc. — Schedule C compensation
- Harbourvest Partners, Lp — Schedule C compensation
- Newtower Mept — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Aberdeen Capital Management — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- Bpea Private Equity — Schedule C compensation
- Baird Advisors — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Parametric Portfolio Associates, Ll — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Afl-Cio Housing Investment Trust — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Winslow Capital Management — Schedule C compensation
- Reinhart Boerner Van Deuren, S.C. — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Carlyle Investment Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Whitestar Advisors, LLC — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Consolidated Printing — Schedule C compensation
- The Marek Group Inc — Schedule C compensation
- Raff Printing, Inc — Schedule C compensation