2023 Form 5500 filing — United Association General Officers And Employees 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 20241010104649NAL0020845409001) for United Association General Officers And Employees Pension Fund, reported by United Association General Officers And Employees Pension Fund Board O under EIN 52-6134634 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104649NAL0020845409001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Association General Officers And Employees Pension Fund Board O
- EIN
- 52-6134634
- Plan number
- 001
- Location
- Annapolis, MD
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,428,381
- Total liabilities (EOY)
- $132,804
- Net assets (EOY)
- $197,295,577
- Employer contributions
- $6,133,592
- Total income / additions
- $27,200,121
- Benefits paid
- $12,412,566
- Administrative expenses
- $799,696
- Total expenses
- $13,212,262
- Net increase / (decrease)
- $13,987,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Foundry Partners LLC | NONE | $120,630 | $0 |
| Wellington Trust Company | NONE | $117,956 | $0 |
| Fisher Investments | NONE | $108,704 | not reported in the loaded dataset |
| Segal Advisors | NONE | $75,500 | not reported in the loaded dataset |
| The Segal Company | NONE | $60,438 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $53,775 | not reported in the loaded dataset |
| Ullico J | NONE | $43,754 | $0 |
| Hudson Edge Investment Partners | NONE | $41,474 | $0 |
| Ullico Infrastructure | NONE | $32,872 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $30,448 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $24,027 | not reported in the loaded dataset |
| Invesco | NONE | $16,922 | $0 |
| Pnc Bank | NONE | $9,600 | $0 |