The Uaw Labor-Management Group Pension Plan — Form 5500 plan (Board Of Trustees, The Uaw Labor-Management Group)
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, The Uaw Labor-Management Group Pension Plan is a benefit plan reported by Board Of Trustees, The Uaw Labor-Management Group under EIN 51-6099782 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,192 participants and $68,771,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, The Uaw Labor-Management Group
- EIN
- 51-6099782
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 4,192
- End-of-year plan assets
- $68,771,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,192 | H, C | 20241015140625NAL0016578723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,771,568
- Total liabilities (EOY)
- $181,225
- Net assets (EOY)
- $68,590,343
- Net assets (BOY)
- $67,731,525
Income & contributions
- Employer contributions
- $1,696,253
- Total contributions
- $1,696,253
- Total income / additions
- $6,943,919
Expenses & distributions
- Benefits paid
- $5,181,745
- Administrative expenses
- $903,356
- Total expenses
- $6,085,101
- Net increase / (decrease)
- $858,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments Trust Company | NONE | $294,743 | not reported in the loaded dataset | 2023 |
| The Prudential Ins Co Of America | NONE | $128,932 | $0 | 2023 |
| Pacific Southwest Administrators | NONE | $126,984 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $84,304 | not reported in the loaded dataset | 2023 |
| Laquer Urban Clifford & Hodge Llp | NONE | $26,737 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $11,113 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, The Uaw Labor-Management Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Russell Investments Trust Company — Schedule C compensation
- The Prudential Ins Co Of America — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Laquer Urban Clifford & Hodge Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation