2023 Form 5500 filing — United Automotive Association 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 20241216164237NAL0001347793003) for United Automotive Association Pension Plan, reported by Trustees-United Automotive Association Pension Plan under EIN 43-1148320 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216164237NAL0001347793003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-United Automotive Association Pension Plan
- EIN
- 43-1148320
- Plan number
- 001
- Location
- Earth City, MO
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,101,483
- Total liabilities (EOY)
- $18,573
- Net assets (EOY)
- $6,082,910
- Employer contributions
- $35,090
- Total income / additions
- $994,403
- Benefits paid
- $1,112,475
- Administrative expenses
- $148,045
- Total expenses
- $1,260,520
- Net increase / (decrease)
- -$266,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $50,233 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $32,678 | not reported in the loaded dataset |
| Cardinal Investment Advisors, LLC | NONE | $12,500 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $12,266 | $0 |
| Spector, Wolfe, Mclaughlin & O'Mara | NONE | $9,798 | not reported in the loaded dataset |
| Nuveen Asset Management | NONE | $5,446 | $0 |