2023 Form 5500 filing — U.A.P.P. Local Union No.142 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 20250412105805NAL0038469584001) for U.A.P.P. Local Union No.142 Pension Plan, reported by Joint Board Of Trustees Of U.A.A.P. 142 Pension Plan under EIN 74-6181280 and plan number 001. It reports 1,771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412105805NAL0038469584001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of U.A.A.P. 142 Pension Plan
- EIN
- 74-6181280
- Plan number
- 001
- Location
- Richardson, TX
- Participants
- 1,771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,838,970
- Total liabilities (EOY)
- $20,209
- Net assets (EOY)
- $145,818,761
- Employer contributions
- $6,886,850
- Total income / additions
- $27,099,612
- Benefits paid
- $7,514,463
- Administrative expenses
- $475,739
- Total expenses
- $7,990,202
- Net increase / (decrease)
- $19,109,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | not reported in the loaded dataset | $112,871 | not reported in the loaded dataset |
| Rbc Capital Markets | not reported in the loaded dataset | $111,427 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $39,840 | not reported in the loaded dataset |
| Harper & Pearson Company, Pc | not reported in the loaded dataset | $31,833 | not reported in the loaded dataset |
| Conner & Winters, Llp | not reported in the loaded dataset | $20,548 | not reported in the loaded dataset |