Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund — Form 5500 plan (Uiu-Newspaper Guild Of Greater Philadelphia 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, Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund is a benefit plan reported by Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund under EIN 23-6405043 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,474 participants and $344,436,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund
- EIN
- 23-6405043
- Plan number
- 001
- Plan type
- 1
- Location
- Cherry Hill, NJ
- Latest filing year
- 2023
- Participants
- 2,474
- End-of-year plan assets
- $344,436,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,474 | H, C | 20241011074508NAL0021489121005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $344,436,028
- Total liabilities (EOY)
- $655,666
- Net assets (EOY)
- $343,780,362
- Net assets (BOY)
- $51,083,864
Income & contributions
- Employer contributions
- $112,792
- Total contributions
- $112,792
- Total income / additions
- $313,716,126
Expenses & distributions
- Benefits paid
- $19,654,345
- Administrative expenses
- $1,365,283
- Total expenses
- $21,019,628
- Net increase / (decrease)
- $292,696,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Bank Na | NONE | $206,605 | $0 | 2023 |
| Bolton Partners Northeast Inc | NONE | $191,608 | not reported in the loaded dataset | 2023 |
| Benefit Processing Inc | NONE | $134,909 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Fred Alger Management Inc | NONE | $52,303 | $0 | 2023 |
| Walter Scott & Partners | NONE | $47,075 | $0 | 2023 |
| Markowitz & Richman | NONE | $45,598 | not reported in the loaded dataset | 2023 |
| Mount Vernon Associates | NONE | $44,270 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $42,997 | not reported in the loaded dataset | 2023 |
| Gamco Investors | NONE | $29,203 | not reported in the loaded dataset | 2023 |
| United Independent Union | AFFILIATED ORGANIZATION | $20,444 | not reported in the loaded dataset | 2023 |
| Spear Wilderman, P.C. | NONE | $9,534 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co | NONE | $6,600 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uiu-Newspaper Guild Of Greater Philadelphia Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cherry Hill, NJ
- Pnc Bank Na — Schedule C compensation
- Bolton Partners Northeast Inc — Schedule C compensation
- Benefit Processing Inc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Fred Alger Management Inc — Schedule C compensation
- Walter Scott & Partners — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Mount Vernon Associates — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Gamco Investors — Schedule C compensation
- United Independent Union — Schedule C compensation
- Spear Wilderman, P.C. — Schedule C compensation
- Lord Abbett & Co — Schedule C compensation