2023 Form 5500 filing — M.I.R.A.-G.M.P. And Allied Workers Pension Trust

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 20241015160836NAL0030290145002) for M.I.R.A.-G.M.P. And Allied Workers Pension Trust, reported by M.I.R.A.-G.M.P. And Allied Workers Pension Trust under EIN 51-6096325 and plan number 001. It reports 2,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015160836NAL0030290145002
Filing year
2023
Form type
1
Plan sponsor
M.I.R.A.-G.M.P. And Allied Workers Pension Trust
EIN
51-6096325
Plan number
001
Location
Cincinatti, OH
Participants
2,094
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$119,802,763
Total liabilities (EOY)
$838,356
Net assets (EOY)
$118,964,407
Employer contributions
$406,028
Total income / additions
$13,918,072
Benefits paid
$6,214,107
Administrative expenses
$603,259
Total expenses
$6,817,366
Net increase / (decrease)
$7,100,706
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney LLCCUSTODIAN$110,749$0
The Segal CompanyACTUARY$91,672not reported in the loaded dataset
American Benefit CorporationTPA$88,871not reported in the loaded dataset
Allianz Global Investors U.S. LLCINVESTMENT MGMT$73,643not reported in the loaded dataset
Colombo & Colombo, PcATTORNEY$35,361not reported in the loaded dataset
Gray Griffith & MaysNONE$19,501not reported in the loaded dataset
Pimco FundsINVESTMENT MGMT$6,671not reported in the loaded dataset

Related Form 5500 pages