2023 Form 5500 filing — The Uaw Labor-Management Group 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 20241015140625NAL0016578723001) for The Uaw Labor-Management Group Pension Plan, reported by Board Of Trustees, The Uaw Labor-Management Group under EIN 51-6099782 and plan number 001. It reports 4,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140625NAL0016578723001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, The Uaw Labor-Management Group
- EIN
- 51-6099782
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 4,192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,771,568
- Total liabilities (EOY)
- $181,225
- Net assets (EOY)
- $68,590,343
- Employer contributions
- $1,696,253
- Total income / additions
- $6,943,919
- Benefits paid
- $5,181,745
- Administrative expenses
- $903,356
- Total expenses
- $6,085,101
- Net increase / (decrease)
- $858,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | NONE | $294,743 | not reported in the loaded dataset |
| The Prudential Ins Co Of America | NONE | $128,932 | $0 |
| Pacific Southwest Administrators | NONE | $126,984 | not reported in the loaded dataset |
| Rael & Letson | NONE | $84,304 | not reported in the loaded dataset |
| Laquer Urban Clifford & Hodge Llp | NONE | $26,737 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $16,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $11,113 | not reported in the loaded dataset |