United Association Local 7 Pension Plan — Form 5500 plan (United Association Local 7 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, United Association Local 7 Pension Plan is a benefit plan reported by United Association Local 7 Pension Plan under EIN 91-2055384 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,477 participants and $256,658,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Association Local 7 Pension Plan
- EIN
- 91-2055384
- Plan number
- 001
- Plan type
- 1
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 1,477
- End-of-year plan assets
- $256,658,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,477 | H, C | 20250312214632NAL0031580816002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $256,658,032
- Total liabilities (EOY)
- $111,352
- Net assets (EOY)
- $256,546,680
- Net assets (BOY)
- $225,629,923
Income & contributions
- Employer contributions
- $15,198,913
- Total contributions
- $15,198,913
- Total income / additions
- $46,074,149
Expenses & distributions
- Benefits paid
- $14,014,571
- Administrative expenses
- $1,142,821
- Total expenses
- $15,157,392
- Net increase / (decrease)
- $30,916,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New Century Advisors LLC | NONE | $234,210 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group, | NONE | $160,354 | $0 | 2023 |
| Oaktree Senior Loan Fund | NONE | $109,867 | not reported in the loaded dataset | 2023 |
| Westwood Trust | NONE | $104,373 | $0 | 2023 |
| Income Research & Management | NONE | $62,779 | not reported in the loaded dataset | 2023 |
| Mpc Capital Advisors LLC | NONE | $53,424 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $50,625 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $44,525 | not reported in the loaded dataset | 2023 |
| Mengel, Metzger, Barr, And Co., Llp | NONE | $38,947 | not reported in the loaded dataset | 2023 |
| Ryan Heimroth | PLAN ADMINISTRATOR | $27,845 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $26,403 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Association Local 7 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Latham, NY
- New Century Advisors LLC — Schedule C compensation
- Silvercrest Asset Management Group, — Schedule C compensation
- Oaktree Senior Loan Fund — Schedule C compensation
- Westwood Trust — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Mpc Capital Advisors LLC — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Blitman & King — Schedule C compensation
- Mengel, Metzger, Barr, And Co., Llp — Schedule C compensation
- Ryan Heimroth — Schedule C compensation
- Us Bank — Schedule C compensation