2023 Form 5500 filing — United Steelworkers International Union Staff Pension Plan
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 20241007102311NAL0015030305002) for United Steelworkers International Union Staff Pension Plan, reported by United Steelworkers under EIN 25-0818080 and plan number 001. It reports 2,219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007102311NAL0015030305002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Steelworkers
- EIN
- 25-0818080
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 2,219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $730,941,211
- Net assets (EOY)
- $730,941,211
- Employer contributions
- $14,500,000
- Total income / additions
- $86,251,504
- Benefits paid
- $41,027,021
- Administrative expenses
- $1,662,353
- Total expenses
- $42,689,374
- Net increase / (decrease)
- $43,562,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors, LLC | INVESTMENT MANAGER | $874,780 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | INVESTMENT MANAGER | $529,020 | not reported in the loaded dataset |
| Northern Trust Company | CUST./TRUSTEE/INV. MGR. | $213,770 | $9,332 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $40,573 | not reported in the loaded dataset |