Mechanical Contractors Ua Local 119 Pension Plan — Form 5500 plan (Mechanical Contractors Ua Local 119 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, Mechanical Contractors Ua Local 119 Pension Plan is a benefit plan reported by Mechanical Contractors Ua Local 119 Pension Plan under EIN 63-6055121 and plan number 001. The latest loaded filing year is 2023. The filing reports 719 participants and $55,527,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mechanical Contractors Ua Local 119 Pension Plan
- EIN
- 63-6055121
- Plan number
- 001
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $55,527,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20241015095426NAL0014351043005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,527,375
- Total liabilities (EOY)
- $7,135
- Net assets (EOY)
- $55,520,240
- Net assets (BOY)
- $50,843,679
Income & contributions
- Employer contributions
- $3,033,768
- Total contributions
- $3,033,768
- Total income / additions
- $9,213,791
Expenses & distributions
- Benefits paid
- $4,178,482
- Administrative expenses
- $358,748
- Total expenses
- $4,537,230
- Net increase / (decrease)
- $4,676,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gulf States Cons & Adm Inc | PLAN ADMINISTRATOR | $82,800 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure Tax Exempt | INVESTMENT MANAGER | $55,743 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | INVESTMENT MANAGER | $51,945 | $0 | 2023 |
| Marquette Associates Inc | INVESTMENT MANAGER | $40,000 | not reported in the loaded dataset | 2023 |
| United Acturial Services Inc | ACTUARY | $28,750 | not reported in the loaded dataset | 2023 |
| Foundry Partners | INVESTMENT MANAGER | $12,728 | $2,655 | 2023 |
| Us Bank | INVESTMENT CUSTODIAN | $10,636 | $0 | 2023 |
| Carr, Riggs & Ingram, LLC | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Parametric Defensive Equity Fund Ll | INVESTMENT MANAGER | $7,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mechanical Contractors Ua Local 119 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Gulf States Cons & Adm Inc — Schedule C compensation
- Ullico Infrastructure Tax Exempt — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Marquette Associates Inc — Schedule C compensation
- United Acturial Services Inc — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Us Bank — Schedule C compensation
- Carr, Riggs & Ingram, LLC — Schedule C compensation
- Parametric Defensive Equity Fund Ll — Schedule C compensation