U.A. Local Union No. 322 Pension Plan — Form 5500 plan (Trustees, U.A. Local 322 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, U.A. Local Union No. 322 Pension Plan is a benefit plan reported by Trustees, U.A. Local 322 Pension Fund under EIN 21-6016638 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,678 participants and $128,414,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, U.A. Local 322 Pension Fund
- EIN
- 21-6016638
- Plan number
- 001
- Plan type
- 1
- Location
- Hammonton, NJ
- Latest filing year
- 2023
- Participants
- 1,678
- End-of-year plan assets
- $128,414,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,678 | H, C | 20250812075203NAL0007968193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,414,218
- Total liabilities (EOY)
- $137,009
- Net assets (EOY)
- $128,277,209
- Net assets (BOY)
- $108,396,977
Income & contributions
- Employer contributions
- $14,936,499
- Total contributions
- $14,936,499
- Total income / additions
- $39,688,972
Expenses & distributions
- Benefits paid
- $19,028,971
- Administrative expenses
- $779,769
- Total expenses
- $19,808,740
- Net increase / (decrease)
- $19,880,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gc Investment Management LLC | NONE | $0 | $223,694 | 2023 |
| Pfm Asset Management LLC | NONE | $191,894 | not reported in the loaded dataset | 2023 |
| Blackstone Alternative Asset Mgt Lp | NONE | $85,280 | $0 | 2023 |
| John Shaloo | EMPLOYEE | $73,109 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $70,833 | not reported in the loaded dataset | 2023 |
| Patricia Dubosque | EMPLOYEE | $49,864 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $36,250 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $17,945 | not reported in the loaded dataset | 2023 |
| O'Donogue & O'Donoghue | NONE | $14,583 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook | NONE | $13,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, U.A. Local 322 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hammonton, NJ
- Gc Investment Management LLC — Schedule C compensation
- Pfm Asset Management LLC — Schedule C compensation
- Blackstone Alternative Asset Mgt Lp — Schedule C compensation
- John Shaloo — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Patricia Dubosque — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- O'Donogue & O'Donoghue — Schedule C compensation
- Lindabury, Mccormick, Estabrook — Schedule C compensation