2023 Form 5500 filing — Iue-Cwa 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 20241015201528NAL0030838993002) for Iue-Cwa Pension Plan, reported by Trustees Of Iue- Cwa Afl-Cio Pension Fund under EIN 22-6250252 and plan number 001. It reports 13,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201528NAL0030838993002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Iue- Cwa Afl-Cio Pension Fund
- EIN
- 22-6250252
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 13,249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $479,903,398
- Total liabilities (EOY)
- $131,779
- Net assets (EOY)
- $479,771,619
- Employer contributions
- $1,963,501
- Total income / additions
- $301,222,331
- Benefits paid
- $35,865,245
- Administrative expenses
- $3,330,743
- Total expenses
- $39,195,988
- Net increase / (decrease)
- $262,026,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $792,000 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | NONE | $684,507 | not reported in the loaded dataset |
| Segal & Company | NONE | $355,921 | not reported in the loaded dataset |
| Cohen,Weiss & Simon, Llp | NONE | $163,612 | not reported in the loaded dataset |
| Segal Macro Advisor | NONE | $127,395 | not reported in the loaded dataset |
| Gw&K Investment Management | NONE | $117,697 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $86,258 | not reported in the loaded dataset |
| Amalgamated Employee Benefits Admin | NONE | $58,594 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $54,000 | not reported in the loaded dataset |
| Cooke & Bieler | NONE | $51,158 | $0 |
| Prudential Insurance Co | NONE | $11,388 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $5,003 | not reported in the loaded dataset |