2023 Form 5500 filing — Millwright L.U. No. 1554 Supplemental 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 20241014233006NAL0028451233001) for Millwright L.U. No. 1554 Supplemental Pension Plan, reported by Bd Of Trustees - Millwright L.U. No. 1554 Supplemental Pension Plan under EIN 62-1630603 and plan number 001. It reports 1,734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014233006NAL0028451233001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees - Millwright L.U. No. 1554 Supplemental Pension Plan
- EIN
- 62-1630603
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,944,423
- Total liabilities (EOY)
- $179,486
- Net assets (EOY)
- $40,764,937
- Employer contributions
- $2,985,684
- Total income / additions
- $8,243,041
- Benefits paid
- $1,964,571
- Administrative expenses
- $105,384
- Total expenses
- $2,069,955
- Net increase / (decrease)
- $6,173,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $49,294 | not reported in the loaded dataset |
| Standard Valuations Inc. | NONE | $19,750 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $12,150 | not reported in the loaded dataset |
| Godwin Morris Laurenzi & Bloomfield | NONE | $6,449 | not reported in the loaded dataset |
| John Hancock Retirement Plan | NONE | $0 | $0 |
| Mutual Funds | NONE | $0 | $0 |