United Furniture Workers Pension Fund A — Form 5500 plan (United Furniture Workers Pension Fund A)
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 Furniture Workers Pension Fund A is a benefit plan reported by United Furniture Workers Pension Fund A under EIN 13-5511877 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,377 participants and $249,790,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Furniture Workers Pension Fund A
- EIN
- 13-5511877
- Plan number
- 001
- Plan type
- 1
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 5,377
- End-of-year plan assets
- $249,790,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,377 | H, C | 20241216164237NAL0001347793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $249,790,441
- Total liabilities (EOY)
- $4,570,238
- Net assets (EOY)
- $245,220,203
- Net assets (BOY)
- $35,293,155
Income & contributions
- Employer contributions
- $5,638,790
- Total contributions
- $5,638,790
- Total income / additions
- $280,751,892
Expenses & distributions
- Benefits paid
- $19,696,442
- Administrative expenses
- $1,591,216
- Total expenses
- $21,287,658
- Net increase / (decrease)
- $259,464,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron Inc | ACTUARY | $228,786 | not reported in the loaded dataset | 2023 |
| Rogoff & Company P.C | AUDITOR | $152,877 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT CONSULTANT | $135,250 | not reported in the loaded dataset | 2023 |
| Fisher Broyles | ATTORNEY | $85,596 | $0 | 2023 |
| Trudy Schutt | EMPLOYEE | $61,641 | not reported in the loaded dataset | 2023 |
| Jeanie Eicher | EMPLOYEE | $47,621 | $0 | 2023 |
| Jpmorgan Chase Bank, N.A | INVESTMENT MANAGER | $44,613 | not reported in the loaded dataset | 2023 |
| Dee Anne Walker | DIRECTOR | $36,622 | not reported in the loaded dataset | 2023 |
| First Tennessee Bank | BANK ACCOUNT | $31,602 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT MANAGER | $25,000 | $0 | 2023 |
| Blackstone Alternative Asset Manage | INVESTMENT MANAGER | $24,273 | not reported in the loaded dataset | 2023 |
| Lisa Fetzer | EMPLOYEE | $21,365 | not reported in the loaded dataset | 2023 |
| Pierson Ferdinand | ATTORNEY | $18,906 | $0 | 2023 |
| Frontage Technologies Solutions Inc | DATA PROCESSING | $13,966 | $0 | 2023 |
| Parametric Defensive Equity Fund Ll | INVESTMENT MANAGER | $11,984 | not reported in the loaded dataset | 2023 |
| Hamilton Lane | INVESTMENT MANAGER | $7,238 | not reported in the loaded dataset | 2023 |
| Bicc Systems Inc | DATA PROCESSING | $6,093 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Furniture Workers Pension Fund A
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Cheiron Inc — Schedule C compensation
- Rogoff & Company P.C — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Fisher Broyles — Schedule C compensation
- Trudy Schutt — Schedule C compensation
- Jeanie Eicher — Schedule C compensation
- Jpmorgan Chase Bank, N.A — Schedule C compensation
- Dee Anne Walker — Schedule C compensation
- First Tennessee Bank — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Blackstone Alternative Asset Manage — Schedule C compensation
- Lisa Fetzer — Schedule C compensation
- Pierson Ferdinand — Schedule C compensation
- Frontage Technologies Solutions Inc — Schedule C compensation
- Parametric Defensive Equity Fund Ll — Schedule C compensation
- Hamilton Lane — Schedule C compensation
- Bicc Systems Inc — Schedule C compensation