2023 Form 5500 filing — Retail, Wholesale & Department Store International Union And Industry 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 20241009151220NAL0037472194004) for Retail, Wholesale & Department Store International Union And Industry Pension Fund, reported by Board Of Trustees Of Retail Wholesale & Dept Store under EIN 63-0708442 and plan number 001. It reports 21,079 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151220NAL0037472194004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Retail Wholesale & Dept Store
- EIN
- 63-0708442
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 21,079
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $355,901,216
- Total liabilities (EOY)
- $321,940
- Net assets (EOY)
- $355,579,276
- Employer contributions
- $8,115,435
- Total income / additions
- $42,914,667
- Benefits paid
- $40,002,974
- Administrative expenses
- $3,508,380
- Total expenses
- $43,511,354
- Net increase / (decrease)
- -$596,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $384,380 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $247,621 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $153,000 | not reported in the loaded dataset |
| Fiduciary Management, Inc | NONE | $146,672 | not reported in the loaded dataset |
| Carr, Riggs And Ingram LLC | NONE | $136,695 | not reported in the loaded dataset |
| Western Asset Us Core Plus LLC | NONE | $132,291 | not reported in the loaded dataset |
| Asb Capital Management | not reported in the loaded dataset | $99,016 | not reported in the loaded dataset |
| Joshua Brewer | EMPLOYEE | $90,475 | not reported in the loaded dataset |
| Deborah Quick | EMPLOYEE | $82,935 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $81,272 | not reported in the loaded dataset |
| Sandra Mantooth | EMPLOYEE | $68,789 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $49,226 | not reported in the loaded dataset |
| Linda Stringfellow | EMPLOYEE | $49,090 | not reported in the loaded dataset |
| Marla Henson | EMPLOYEE | $48,079 | not reported in the loaded dataset |
| Brittany Hill | EMPLOYEE | $43,899 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $36,762 | not reported in the loaded dataset |
| Tyler Byars | EMPLOYEE | $30,225 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $25,762 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $14,135 | $0 |
| Amalgamated Bank | INVESTMENT MANAGER | $13,884 | not reported in the loaded dataset |