Millwright L.U. No. 1554 Supplemental Pension Plan — Form 5500 plan (Bd Of Trustees - Millwright L.U. No. 1554 Supplemental 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, Millwright L.U. No. 1554 Supplemental Pension Plan is a benefit plan reported by Bd Of Trustees - Millwright L.U. No. 1554 Supplemental Pension Plan under EIN 62-1630603 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,734 participants and $40,944,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees - Millwright L.U. No. 1554 Supplemental Pension Plan
- EIN
- 62-1630603
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,734
- End-of-year plan assets
- $40,944,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,734 | H, C | 20241014233006NAL0028451233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,944,423
- Total liabilities (EOY)
- $179,486
- Net assets (EOY)
- $40,764,937
- Net assets (BOY)
- $34,591,851
Income & contributions
- Employer contributions
- $2,985,684
- Total contributions
- $2,985,684
- Total income / additions
- $8,243,041
Expenses & distributions
- Benefits paid
- $1,964,571
- Administrative expenses
- $105,384
- Total expenses
- $2,069,955
- Net increase / (decrease)
- $6,173,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $49,294 | not reported in the loaded dataset | 2023 |
| Standard Valuations Inc. | NONE | $19,750 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $12,150 | not reported in the loaded dataset | 2023 |
| Godwin Morris Laurenzi & Bloomfield | NONE | $6,449 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan | NONE | $0 | $0 | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees - Millwright L.U. No. 1554 Supplemental Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Standard Valuations Inc. — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Godwin Morris Laurenzi & Bloomfield — Schedule C compensation
- John Hancock Retirement Plan — Schedule C compensation
- Mutual Funds — Schedule C compensation