Plan5500

2023 Form 5500 filing — United Steelworkers Local 14614 Pension Trust 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 20241013153008NAL0049586258001) for United Steelworkers Local 14614 Pension Trust Fund, reported by United Steelworkers Local 14614 Pension Trust Board Of Trustees under EIN 55-0549322 and plan number 001. It reports 1,314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241013153008NAL0049586258001
Filing year
2023
Form type
1
Plan sponsor
United Steelworkers Local 14614 Pension Trust Board Of Trustees
EIN
55-0549322
Plan number
001
Location
Lexington, KY
Participants
1,314
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,221,791
Total liabilities (EOY)
$25,928
Net assets (EOY)
$41,195,863
Employer contributions
$2,439,524
Total income / additions
$7,275,399
Benefits paid
$5,021,541
Administrative expenses
$293,627
Total expenses
$5,315,168
Net increase / (decrease)
$1,960,231
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney LLCINVESTMENT CONSULTANT$132,287not reported in the loaded dataset
UmrCONTRACT ADMINISTRATOR$38,464not reported in the loaded dataset
Frank N Hestand Cpa PscAUDITOR$12,381not reported in the loaded dataset
Osborne Carriero & AssociatesACTUARY$12,000not reported in the loaded dataset
Genesis Benefit Solutions IncCONSULTANT$4,170not reported in the loaded dataset
John Dascoli PllcATTORNEY$2,875not reported in the loaded dataset

Related Form 5500 pages