2023 Form 5500 filing — United Association Local 7 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 20250312214632NAL0031580816002) for United Association Local 7 Pension Plan, reported by United Association Local 7 Pension Plan under EIN 91-2055384 and plan number 001. It reports 1,477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312214632NAL0031580816002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Association Local 7 Pension Plan
- EIN
- 91-2055384
- Plan number
- 001
- Location
- Latham, NY
- Participants
- 1,477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $256,658,032
- Total liabilities (EOY)
- $111,352
- Net assets (EOY)
- $256,546,680
- Employer contributions
- $15,198,913
- Total income / additions
- $46,074,149
- Benefits paid
- $14,014,571
- Administrative expenses
- $1,142,821
- Total expenses
- $15,157,392
- Net increase / (decrease)
- $30,916,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New Century Advisors LLC | NONE | $234,210 | not reported in the loaded dataset |
| Silvercrest Asset Management Group, | NONE | $160,354 | $0 |
| Oaktree Senior Loan Fund | NONE | $109,867 | not reported in the loaded dataset |
| Westwood Trust | NONE | $104,373 | $0 |
| Income Research & Management | NONE | $62,779 | not reported in the loaded dataset |
| Mpc Capital Advisors LLC | NONE | $53,424 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $50,625 | not reported in the loaded dataset |
| Blitman & King | NONE | $44,525 | not reported in the loaded dataset |
| Mengel, Metzger, Barr, And Co., Llp | NONE | $38,947 | not reported in the loaded dataset |
| Ryan Heimroth | PLAN ADMINISTRATOR | $27,845 | not reported in the loaded dataset |
| Us Bank | NONE | $26,403 | not reported in the loaded dataset |