A.F.Of L.-A.G.C. Building Trades Pension Plan — Form 5500 plan (A.F.Of L.-A.G.C. Building Trades Pension)
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, A.F.Of L.-A.G.C. Building Trades Pension Plan is a benefit plan reported by A.F.Of L.-A.G.C. Building Trades Pension under EIN 63-6055108 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,420 participants and $167,453,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.F.Of L.-A.G.C. Building Trades Pension
- EIN
- 63-6055108
- Plan number
- 001
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 2,420
- End-of-year plan assets
- $167,453,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,420 | H, C | 20250501201007NAL0002645075005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,453,615
- Total liabilities (EOY)
- $1,702,655
- Net assets (EOY)
- $165,750,960
- Net assets (BOY)
- $151,856,104
Income & contributions
- Employer contributions
- $7,621,921
- Total contributions
- $7,621,921
- Total income / additions
- $22,770,682
Expenses & distributions
- Benefits paid
- $7,862,947
- Administrative expenses
- $1,012,879
- Total expenses
- $8,875,826
- Net increase / (decrease)
- $13,894,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Performance Services | INVESTMENT ADVISORY | $153,437 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | INVESTMENT MANAGEMENT | $138,748 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Golbal Advisors | INVESTMENT MANAGEMENT | $87,039 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | INVESTMENT MANAGEMENT | $69,597 | not reported in the loaded dataset | 2023 |
| Segal,Bryant, Hamill, LLC | INVESTMENT MANAGEMENT | $60,374 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | ACTUARIAL | $41,129 | not reported in the loaded dataset | 2023 |
| Matt Stringer | EMPLOYEE | $39,231 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa, P.A. | AUDITOR | $27,744 | not reported in the loaded dataset | 2023 |
| Annette Parker | EMPLOYEE | $25,083 | not reported in the loaded dataset | 2023 |
| Kelsey Vrieze | EMPLOYEE | $20,132 | not reported in the loaded dataset | 2023 |
| Natalie Parker | EMPLOYEE | $18,966 | not reported in the loaded dataset | 2023 |
| Regions Bank | CUSTODIAL | $15,657 | not reported in the loaded dataset | 2023 |
| Loper Law LLC | ATTORNEY | $13,133 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.F.Of L.-A.G.C. Building Trades Pension
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Investment Performance Services — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Hardman Johnston Golbal Advisors — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation
- Segal,Bryant, Hamill, LLC — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Matt Stringer — Schedule C compensation
- Steven D Eisenberg Cpa, P.A. — Schedule C compensation
- Annette Parker — Schedule C compensation
- Kelsey Vrieze — Schedule C compensation
- Natalie Parker — Schedule C compensation
- Regions Bank — Schedule C compensation
- Loper Law LLC — Schedule C compensation