Local Union 903 Pension Plan — Form 5500 plan (Local Union 903 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, Local Union 903 Pension Plan is a benefit plan reported by Local Union 903 Pension Plan under EIN 64-6151461 and plan number 001. The latest loaded filing year is 2023. The filing reports 976 participants and $72,812,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Union 903 Pension Plan
- EIN
- 64-6151461
- Plan number
- 001
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 976
- End-of-year plan assets
- $72,812,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 976 | H, C | 20250915160337NAL0002086304003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,812,640
- Total liabilities (EOY)
- $34,222
- Net assets (EOY)
- $72,778,418
- Net assets (BOY)
- $59,668,102
Income & contributions
- Employer contributions
- $3,633,841
- Total contributions
- $3,633,841
- Total income / additions
- $16,257,299
Expenses & distributions
- Benefits paid
- $2,637,426
- Administrative expenses
- $509,557
- Total expenses
- $3,146,983
- Net increase / (decrease)
- $13,110,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Capital Management LLC | INVESTMENT MANAGEMENT | $139,771 | $1,430 | 2023 |
| Gulf States Consultants & Adm Inc | ADMINISTRATOR | $72,000 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | INVESTMENT CUSTODIAN | $71,985 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure | INVESTMENT MANAGEMENT | $56,608 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services Inc | INVESTMENT CONSULTING | $37,750 | not reported in the loaded dataset | 2023 |
| Hancock Bank | INVESTMENT CUSTODIAN | $22,089 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services LLC | ACTUARY | $18,250 | not reported in the loaded dataset | 2023 |
| Cri Advisors, LLC | AUDITOR | $17,862 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local Union 903 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Highland Capital Management LLC — Schedule C compensation
- Gulf States Consultants & Adm Inc — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Ullico Infrastructure — Schedule C compensation
- Reynolds Consulting Services Inc — Schedule C compensation
- Hancock Bank — Schedule C compensation
- Southern Actuarial Services LLC — Schedule C compensation
- Cri Advisors, LLC — Schedule C compensation