Birmingham P & S Local Union No. 91 Pension Fund — Form 5500 plan (Board Of Trustees Of The Birmingham P & S Lu 91 Pf)
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, Birmingham P & S Local Union No. 91 Pension Fund is a benefit plan reported by Board Of Trustees Of The Birmingham P & S Lu 91 Pf under EIN 63-0437949 and plan number 001. The latest loaded filing year is 2023. The filing reports 793 participants and $28,392,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Birmingham P & S Lu 91 Pf
- EIN
- 63-0437949
- Plan number
- 001
- Plan type
- 1
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 793
- End-of-year plan assets
- $28,392,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 793 | H, C | 20241014100012NAL0026971713008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,392,801
- Total liabilities (EOY)
- $48,679
- Net assets (EOY)
- $28,344,122
- Net assets (BOY)
- $27,081,745
Income & contributions
- Employer contributions
- $1,802,597
- Total contributions
- $1,802,597
- Total income / additions
- $4,089,184
Expenses & distributions
- Benefits paid
- $2,477,765
- Administrative expenses
- $349,042
- Total expenses
- $2,826,807
- Net increase / (decrease)
- $1,262,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $51,030 | not reported in the loaded dataset | 2023 |
| Amber Ragsdale | EMPLOYEE | $44,967 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Regions | NONE | $28,841 | not reported in the loaded dataset | 2023 |
| Potter, Bryant & Moore, P.C. | NONE | $19,875 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $19,028 | not reported in the loaded dataset | 2023 |
| Ta Realty Core Property Fund | NONE | $16,928 | not reported in the loaded dataset | 2023 |
| Ashley Snider | EMPLOYEE | $16,513 | not reported in the loaded dataset | 2023 |
| Quinn Connor Weaver Davies & Rouco | NONE | $8,150 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $7,921 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Birmingham P & S Lu 91 Pf
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- The Segal Company — Schedule C compensation
- Amber Ragsdale — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Regions — Schedule C compensation
- Potter, Bryant & Moore, P.C. — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Ta Realty Core Property Fund — Schedule C compensation
- Ashley Snider — Schedule C compensation
- Quinn Connor Weaver Davies & Rouco — Schedule C compensation
- Boyd Watterson — Schedule C compensation