2023 Form 5500 filing — Automotive Industries 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 20241013144525NAL0025931521001) for Automotive Industries Pension Plan, reported by Board Of Trustees Automotive Industries Pension Plan under EIN 94-1133245 and plan number 001. It reports 24,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013144525NAL0025931521001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Automotive Industries Pension Plan
- EIN
- 94-1133245
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 24,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,103,134,558
- Total liabilities (EOY)
- $2,620,346
- Net assets (EOY)
- $2,100,514,212
- Employer contributions
- $23,128,483
- Total income / additions
- $1,247,274,443
- Benefits paid
- $149,991,280
- Administrative expenses
- $13,845,837
- Total expenses
- $163,837,117
- Net increase / (decrease)
- $1,083,437,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Administr | NONE | $1,435,868 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $571,168 | not reported in the loaded dataset |
| Silvercrest Asset Mgmt Group LLC | NONE | $514,511 | $0 |
| Graystone Consulting/Morgan Stanley | NONE | $383,392 | not reported in the loaded dataset |
| Mcmorgan & Company | NONE | $344,770 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $0 | $293,846 |
| Withumsmith+Brown, Pc | NONE | $269,724 | not reported in the loaded dataset |
| The Segal Company | NONE | $256,323 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $223,021 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $133,275 | $77,334 |
| Polen Capital Management, LLC | NONE | $190,659 | not reported in the loaded dataset |
| Aristotle Capital Management, LLC | NONE | $172,556 | not reported in the loaded dataset |
| Fiera Capital Inc. | NONE | $157,241 | not reported in the loaded dataset |
| Charles Besocke | NONE | $136,303 | not reported in the loaded dataset |
| Nfp | NONE | $0 | $69,860 |
| Abel Noser Solutions LLC | NONE | $28,875 | not reported in the loaded dataset |
| West Tower Group LLC | NONE | $22,645 | not reported in the loaded dataset |
| Aabco | NONE | $16,122 | not reported in the loaded dataset |
| Roadrunner Mailing Services | NONE | $14,569 | not reported in the loaded dataset |
| Fremont Bank | NONE | $13,719 | not reported in the loaded dataset |
| Legal & General Investment Mgt Amer | NONE | $12,220 | not reported in the loaded dataset |