United Steelworkers International Union Staff Pension Plan — Form 5500 plan (United Steelworkers)
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 Steelworkers International Union Staff Pension Plan is a benefit plan reported by United Steelworkers under EIN 25-0818080 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,219 participants and $730,941,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Steelworkers
- EIN
- 25-0818080
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 2,219
- End-of-year plan assets
- $730,941,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,219 | H, C | 20241007102311NAL0015030305002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $730,941,211
- Net assets (EOY)
- $730,941,211
- Net assets (BOY)
- $687,379,081
Income & contributions
- Employer contributions
- $14,500,000
- Total contributions
- $14,500,000
- Total income / additions
- $86,251,504
Expenses & distributions
- Benefits paid
- $41,027,021
- Administrative expenses
- $1,662,353
- Total expenses
- $42,689,374
- Net increase / (decrease)
- $43,562,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors, LLC | INVESTMENT MANAGER | $874,780 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management, LLC | INVESTMENT MANAGER | $529,020 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | CUST./TRUSTEE/INV. MGR. | $213,770 | $9,332 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $40,573 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Steelworkers
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Nisa Investment Advisors, LLC — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation