2023 Form 5500 filing — Union Mutual Fund 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 20241014112932NAL0027151825001) for Union Mutual Fund Pension Plan, reported by Board Of Trustees Union Mutual Fund Pens under EIN 22-6073058 and plan number 001. It reports 5,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112932NAL0027151825001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Union Mutual Fund Pens
- EIN
- 22-6073058
- Plan number
- 001
- Location
- New York, NY
- Participants
- 5,318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,697,839
- Total liabilities (EOY)
- $39,673
- Net assets (EOY)
- $60,658,166
- Employer contributions
- $536,326
- Total income / additions
- $6,203,750
- Benefits paid
- $2,606,772
- Administrative expenses
- $663,736
- Total expenses
- $3,270,508
- Net increase / (decrease)
- $2,933,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta & Company | CONTRACT ADM'R | $146,368 | not reported in the loaded dataset |
| Friedman And Anspach | ATTORNEY-REL'D LABOR ORG | $115,875 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | NONE | $46,275 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $35,000 | $0 |
| Summit Actuarial Services, LLC | ACTUARY-REL'D ERISA PLAN | $28,000 | not reported in the loaded dataset |
| Loomis, Sayles Trust Company | NONE | $27,539 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $22,736 | $0 |
| Cs Mckee, Lp | NONE | $14,643 | not reported in the loaded dataset |
| M&T Bank | BANK SERVICES & CUSTODIAN | $10,000 | $0 |
| Charlie Hall, Sr | TRUSTEE | $8,500 | not reported in the loaded dataset |