2023 Form 5500 filing — Sign, Pictorial And Display Union Local No. 591 Afl-Cio Pension Fund
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 20250217130008NAL0001848817003) for Sign, Pictorial And Display Union Local No. 591 Afl-Cio Pension Fund, reported by Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd under EIN 51-6079899 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217130008NAL0001848817003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd
- EIN
- 51-6079899
- Plan number
- 001
- Location
- Bingham Farms, MI
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,135,111
- Total liabilities (EOY)
- $47,127
- Net assets (EOY)
- $19,087,984
- Employer contributions
- $432,380
- Total income / additions
- $2,156,395
- Benefits paid
- $1,487,360
- Administrative expenses
- $262,192
- Total expenses
- $1,749,552
- Net increase / (decrease)
- $406,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $75,920 | $0 |
| Novara Tesija & Catenacci, Pllc | NONE | $46,104 | not reported in the loaded dataset |
| Tic International, Corp | NONE | $34,603 | not reported in the loaded dataset |
| United Actuarial Servcies | NONE | $19,000 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $16,300 | not reported in the loaded dataset |
| Delaware Capital | NONE | $0 | $0 |
| Confluence Investment Management | NONE | $0 | $0 |
| Clearbridge Investments, LLC | NONE | $0 | $0 |
| Earnest Partners | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Lazard Asset Management | NONE | $0 | $0 |
| Polen Capital | NONE | $0 | $0 |
| Western Asset Management | NONE | $0 | $0 |
| Ziegler Capital Managment, LLC | NONE | $0 | $0 |