United Industrial Workers Pension Plan — Form 5500 plan (Board Of Trustees United Industrial Work)

Plain-English plan 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, United Industrial Workers Pension Plan is a benefit plan reported by Board Of Trustees United Industrial Work under EIN 11-6106805 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,421 participants and $131,874,538 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees United Industrial Work
EIN
11-6106805
Plan number
002
Plan type
1
Location
Camp Springs, MD
Latest filing year
2023
Participants
3,421
End-of-year plan assets
$131,874,538

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,421H, C20241014165956NAL0026776817002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,874,538
Total liabilities (EOY)
$67,534
Net assets (EOY)
$131,807,004
Net assets (BOY)
$121,534,222

Income & contributions

Employer contributions
$1,665,063
Total contributions
$1,665,063
Total income / additions
$19,394,096

Expenses & distributions

Benefits paid
$8,091,446
Administrative expenses
$1,029,868
Total expenses
$9,121,314
Net increase / (decrease)
$10,272,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCnot reported in the loaded dataset$673,194not reported in the loaded dataset2023
Seafarers Vacation Fundnot reported in the loaded dataset$128,898not reported in the loaded dataset2023
Basil Castrovinci Associates Incnot reported in the loaded dataset$56,796not reported in the loaded dataset2023
United Industrial Workers Of N.A.EMPLOYER ORGANIZATION$51,964not reported in the loaded dataset2023
Buchbinder Tunick & Co Llpnot reported in the loaded dataset$40,152not reported in the loaded dataset2023
Comerica Banknot reported in the loaded dataset$7,747$02023
Ngl Group LLCnot reported in the loaded dataset$0$6,0662023

Related Form 5500 pages