2023 Form 5500 filing — U.A. Local 13 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 20241002113004NAL0003979875001) for U.A. Local 13 Pension Fund, reported by United Associated Pension Fund Local 13 under EIN 16-0778864 and plan number 001. It reports 1,377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002113004NAL0003979875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Associated Pension Fund Local 13
- EIN
- 16-0778864
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 1,377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $360,018,168
- Total liabilities (EOY)
- $334,392
- Net assets (EOY)
- $359,683,776
- Employer contributions
- $12,238,679
- Total income / additions
- $42,833,864
- Benefits paid
- $21,516,090
- Administrative expenses
- $1,935,258
- Total expenses
- $23,451,348
- Net increase / (decrease)
- $19,382,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier Advisors, Inc. | NONE | $383,752 | not reported in the loaded dataset |
| U.A. Local 13 Employers Grp Ins Fd | RELATED PARTY/SHARED EXP. | $229,328 | not reported in the loaded dataset |
| Winslow Capital Management | NONE | $192,239 | not reported in the loaded dataset |
| Kayne Anderson Capital Advisors | NONE | $186,913 | not reported in the loaded dataset |
| Walter Scott & Partners Limited | NONE | $184,021 | not reported in the loaded dataset |
| Karpus Investment Mgmt | NONE | $171,024 | not reported in the loaded dataset |
| Cheiron | NONE | $112,199 | not reported in the loaded dataset |
| Jp Morgan | NONE | $103,992 | not reported in the loaded dataset |
| Brandywine Global Investment | NONE | $93,148 | not reported in the loaded dataset |
| Asherkelly | NONE | $90,728 | not reported in the loaded dataset |
| Segal Marco Advisors, Inc. | NONE | $60,850 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $30,450 | not reported in the loaded dataset |
| U.A. Local 13 Building, Inc. | RELATED PARTY/RENT | $20,000 | not reported in the loaded dataset |
| Phoenix Graphics, Inc. | NONE | $9,972 | not reported in the loaded dataset |
| Bridgeway | NONE | $9,850 | not reported in the loaded dataset |