2023 Form 5500 filing — United Construction Workers Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827211506NAL0011143377001) for United Construction Workers Pension Fund, reported by Board Of Trustees Of United under EIN 41-6175080 and plan number 001. It reports 457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827211506NAL0011143377001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United
- EIN
- 41-6175080
- Plan number
- 001
- Location
- Brainerd, MN
- Participants
- 457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,907,087
- Total liabilities (EOY)
- $2,661
- Net assets (EOY)
- $44,904,426
- Employer contributions
- $1,370,772
- Total income / additions
- $6,290,818
- Benefits paid
- $1,832,387
- Administrative expenses
- $592,500
- Total expenses
- $2,424,887
- Net increase / (decrease)
- $3,865,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pruco Securities, LLC | INVESTMENT ADVISOR | $477,215 | not reported in the loaded dataset |
| Westberg Eischens, Pllp | ACCOUNTING | $44,465 | not reported in the loaded dataset |
| Via Actuarial Solutions | ACTUARY | $13,265 | not reported in the loaded dataset |
| Stinson, Llp | ATTORNEY | $8,009 | not reported in the loaded dataset |
| Rba | DATABASE MANAGEMENT | $5,980 | not reported in the loaded dataset |