Sign, Pictorial And Display Union Local No. 591 Afl-Cio Pension Fund — Form 5500 plan (Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd)
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, Sign, Pictorial And Display Union Local No. 591 Afl-Cio Pension Fund is a benefit plan reported by Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd under EIN 51-6079899 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $19,135,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd
- EIN
- 51-6079899
- Plan number
- 001
- Plan type
- 1
- Location
- Bingham Farms, MI
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $19,135,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20250217130008NAL0001848817003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,135,111
- Total liabilities (EOY)
- $47,127
- Net assets (EOY)
- $19,087,984
- Net assets (BOY)
- $18,681,141
Income & contributions
- Employer contributions
- $432,380
- Total contributions
- $432,380
- Total income / additions
- $2,156,395
Expenses & distributions
- Benefits paid
- $1,487,360
- Administrative expenses
- $262,192
- Total expenses
- $1,749,552
- Net increase / (decrease)
- $406,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $75,920 | $0 | 2023 |
| Novara Tesija & Catenacci, Pllc | NONE | $46,104 | not reported in the loaded dataset | 2023 |
| Tic International, Corp | NONE | $34,603 | not reported in the loaded dataset | 2023 |
| United Actuarial Servcies | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $16,300 | not reported in the loaded dataset | 2023 |
| Delaware Capital | NONE | $0 | $0 | 2023 |
| Confluence Investment Management | NONE | $0 | $0 | 2023 |
| Clearbridge Investments, LLC | NONE | $0 | $0 | 2023 |
| Earnest Partners | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Lazard Asset Management | NONE | $0 | $0 | 2023 |
| Polen Capital | NONE | $0 | $0 | 2023 |
| Western Asset Management | NONE | $0 | $0 | 2023 |
| Ziegler Capital Managment, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bingham Farms, MI
- Morgan Stanley — Schedule C compensation
- Novara Tesija & Catenacci, Pllc — Schedule C compensation
- Tic International, Corp — Schedule C compensation
- United Actuarial Servcies — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Delaware Capital — Schedule C compensation
- Confluence Investment Management — Schedule C compensation
- Clearbridge Investments, LLC — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Invesco — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Polen Capital — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Ziegler Capital Managment, LLC — Schedule C compensation