2023 Form 5500 filing — Birmingham P & S Local Union No. 91 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 20241014100012NAL0026971713008) for Birmingham P & S Local Union No. 91 Pension Fund, reported by Board Of Trustees Of The Birmingham P & S Lu 91 Pf under EIN 63-0437949 and plan number 001. It reports 793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100012NAL0026971713008
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Birmingham P & S Lu 91 Pf
- EIN
- 63-0437949
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,392,801
- Total liabilities (EOY)
- $48,679
- Net assets (EOY)
- $28,344,122
- Employer contributions
- $1,802,597
- Total income / additions
- $4,089,184
- Benefits paid
- $2,477,765
- Administrative expenses
- $349,042
- Total expenses
- $2,826,807
- Net increase / (decrease)
- $1,262,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $51,030 | not reported in the loaded dataset |
| Amber Ragsdale | EMPLOYEE | $44,967 | not reported in the loaded dataset |
| Standard Valuations | NONE | $30,000 | not reported in the loaded dataset |
| Regions | NONE | $28,841 | not reported in the loaded dataset |
| Potter, Bryant & Moore, P.C. | NONE | $19,875 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $19,028 | not reported in the loaded dataset |
| Ta Realty Core Property Fund | NONE | $16,928 | not reported in the loaded dataset |
| Ashley Snider | EMPLOYEE | $16,513 | not reported in the loaded dataset |
| Quinn Connor Weaver Davies & Rouco | NONE | $8,150 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $7,921 | not reported in the loaded dataset |