2023 Form 5500 filing — International Association Of Machinists And Aerospace Workers 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 20241010104351NAL0011384435001) for International Association Of Machinists And Aerospace Workers Pension Plan, reported by International Association Of Machinists And Aerospace Workers under EIN 53-6001417 and plan number 004. It reports 2,737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104351NAL0011384435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Association Of Machinists And Aerospace Workers
- EIN
- 53-6001417
- Plan number
- 004
- Location
- Upper Marlboro, MD
- Participants
- 2,737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $896,015,819
- Total liabilities (EOY)
- $243,325
- Net assets (EOY)
- $895,772,494
- Employer contributions
- $29,472,313
- Total income / additions
- $88,758,956
- Benefits paid
- $56,638,799
- Administrative expenses
- $3,816,467
- Total expenses
- $60,455,266
- Net increase / (decrease)
- $28,303,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $1,472,086 | not reported in the loaded dataset |
| Metlife Investment Management, | NONE | $400,471 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $382,160 | not reported in the loaded dataset |
| Iam & Aw | SPONSOR | $342,052 | not reported in the loaded dataset |
| Blackstone Energy Management Associ | NONE | $139,173 | $0 |
| Dodge & Cox | NONE | $113,312 | $0 |
| Cheiron | NONE | $108,732 | not reported in the loaded dataset |
| Wilshire Associates Incorproated | NONE | $19,103 | $71,112 |
| Truist Bank | NONE | $87,925 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $59,626 | $0 |
| State Street Global Advisors | NONE | $51,781 | $0 |
| Bny Mellon | NONE | $44,779 | not reported in the loaded dataset |
| Salient Capital, Lp | NONE | $44,135 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $43,500 | not reported in the loaded dataset |
| The Segal Company | NONE | $32,081 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $24,576 | $0 |
| Bredhoff & Kaiser, P.L.L.C. | NONE | $23,873 | not reported in the loaded dataset |
| Koskie Minsky Llp | NONE | $22,543 | not reported in the loaded dataset |
| Center Coast Capital Advisors, Lp | NONE | $8,009 | not reported in the loaded dataset |