Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan — Form 5500 plan (Board Of Trustees, United Association Union Local No.)
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, Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan is a benefit plan reported by Board Of Trustees, United Association Union Local No. under EIN 93-6021114 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,287 participants and $1,119,947,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, United Association Union Local No.
- EIN
- 93-6021114
- Plan number
- 001
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 6,287
- End-of-year plan assets
- $1,119,947,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,287 | H, C | 20241015171211NAL0058887922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,119,947,239
- Total liabilities (EOY)
- $3,941,799
- Net assets (EOY)
- $1,116,005,440
- Net assets (BOY)
- $957,904,564
Income & contributions
- Employer contributions
- $80,119,734
- Total contributions
- $80,119,734
- Total income / additions
- $213,762,271
Expenses & distributions
- Benefits paid
- $51,179,452
- Administrative expenses
- $4,481,943
- Total expenses
- $55,661,395
- Net increase / (decrease)
- $158,100,876
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $1,101,783 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $521,305 | not reported in the loaded dataset | 2023 |
| Voya Investment Management | NONE | $461,468 | not reported in the loaded dataset | 2023 |
| Intech Investment Management LLC | NONE | $376,008 | not reported in the loaded dataset | 2023 |
| Newton Investment Management LLC | NONE | $357,417 | $0 | 2023 |
| Western Asset Management Co, LLC | NONE | $202,488 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | NONE | $200,473 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $195,132 | $0 | 2023 |
| Dimensional Fund Advisors | NONE | $160,622 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management, Inc. | NONE | $142,735 | $0 | 2023 |
| Milliman, Inc. | NONE | $109,294 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc | NONE | $107,000 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $55,200 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $45,950 | not reported in the loaded dataset | 2023 |
| Brownstein Rask Llp | NONE | $28,955 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown | NONE | $26,481 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency, LLC | NONE | $0 | $11,162 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, United Association Union Local No.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Washington Capital Management, Inc. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Voya Investment Management — Schedule C compensation
- Intech Investment Management LLC — Schedule C compensation
- Newton Investment Management LLC — Schedule C compensation
- Western Asset Management Co, LLC — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Us Bank — Schedule C compensation
- Dimensional Fund Advisors — Schedule C compensation
- Panagora Asset Management, Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Verus Advisory, Inc — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Brownstein Rask Llp — Schedule C compensation
- Withum Smith + Brown — Schedule C compensation
- Marsh & Mclennan Agency, LLC — Schedule C compensation