United Wire, Metal & Machine Pension Fund — Form 5500 plan (Board Of Trustees Of U.W.M. & M. Pension Fund)
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 Wire, Metal & Machine Pension Fund is a benefit plan reported by Board Of Trustees Of U.W.M. & M. Pension Fund under EIN 13-6596940 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,784 participants and $220,325,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of U.W.M. & M. Pension Fund
- EIN
- 13-6596940
- Plan number
- 001
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 5,784
- End-of-year plan assets
- $220,325,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,784 | H, C | 20241015212629NAL0015426835002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,325,572
- Total liabilities (EOY)
- $448,825
- Net assets (EOY)
- $219,876,747
- Net assets (BOY)
- $223,392,206
Income & contributions
- Employer contributions
- $5,460,473
- Total contributions
- $5,460,473
- Total income / additions
- $27,784,281
Expenses & distributions
- Benefits paid
- $28,713,721
- Administrative expenses
- $2,586,019
- Total expenses
- $31,299,740
- Net increase / (decrease)
- -$3,515,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Enhanced Property Fund Lp | PROV SRVS REL EBP | $438,879 | not reported in the loaded dataset | 2023 |
| U.W.M.&M Health & Welfare Fund | REL EMPLOYEE BEN PLAN | $303,060 | not reported in the loaded dataset | 2023 |
| Fenimore Asset Management, Inc. | PROVIDES SRVS FOR REL EBP | $265,741 | not reported in the loaded dataset | 2023 |
| Local 810 I.B.T., Afl-Cio | RELATED EMPLOYEE ORG | $220,128 | not reported in the loaded dataset | 2023 |
| Segal Company (Eastern States), Inc | PROVIDES SRVS FOR REL EBP | $151,831 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | PROV SRVS REL ORG & EBP | $149,387 | $0 | 2023 |
| Columbia Management Investment Advi | PROV SRVS REL EBP | $79,554 | $2,047 | 2023 |
| Whitestar Advisors, LLC | PROVIDES SRVS FOR REL EBP | $81,251 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | PROVIDES SRVS FOR REL EBP | $80,169 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | PROV SRVS FOR RELATED EBP | $73,000 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co | PROV SRVS REL ORG & EBP | $67,000 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | PROVIDES SRVS FOR REL EBP | $65,000 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | PROVIDES SRVS FOR REL EBP | $62,800 | not reported in the loaded dataset | 2023 |
| M&T Bank | PROVIDES SRVS FOR REL EBP | $21,893 | $0 | 2023 |
| Roy Barnes, Esq. | PROVIDES SRVS FOR REL EBP | $8,861 | not reported in the loaded dataset | 2023 |
| Littler Mendelson Pllc | PROVIDES SRVS FOR REL EBP | $7,500 | not reported in the loaded dataset | 2023 |
| Joanna Napoli | PROV SRVS FOR RELATED EBP | $5,195 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of U.W.M. & M. Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Principal Enhanced Property Fund Lp — Schedule C compensation
- U.W.M.&M Health & Welfare Fund — Schedule C compensation
- Fenimore Asset Management, Inc. — Schedule C compensation
- Local 810 I.B.T., Afl-Cio — Schedule C compensation
- Segal Company (Eastern States), Inc — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Columbia Management Investment Advi — Schedule C compensation
- Whitestar Advisors, LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Buchbinder Tunick & Co — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- M&T Bank — Schedule C compensation
- Roy Barnes, Esq. — Schedule C compensation
- Littler Mendelson Pllc — Schedule C compensation
- Joanna Napoli — Schedule C compensation