Millwrights' Local 1102 Supplemental Pension Fund — Form 5500 plan (Millwrights' Local 1102 Supplemental 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, Millwrights' Local 1102 Supplemental Pension Fund is a benefit plan reported by Millwrights' Local 1102 Supplemental Pension Fund under EIN 38-6216941 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,723 participants and $305,771,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Millwrights' Local 1102 Supplemental Pension Fund
- EIN
- 38-6216941
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 4,723
- End-of-year plan assets
- $305,771,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,723 | H, C | 20250217083006NAL0002976688002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $305,771,293
- Total liabilities (EOY)
- $1,357,457
- Net assets (EOY)
- $304,413,836
- Net assets (BOY)
- $278,236,405
Income & contributions
- Employer contributions
- $24,356,343
- Total contributions
- $24,356,343
- Total income / additions
- $44,135,154
Expenses & distributions
- Benefits paid
- $16,005,068
- Administrative expenses
- $1,232,452
- Total expenses
- $17,957,723
- Net increase / (decrease)
- $26,177,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Partners | NONE | $281,522 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Co., Inc. | NONE | $263,260 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $127,658 | not reported in the loaded dataset | 2023 |
| Reinhart & Mahoney | NONE | $113,422 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Novara Tesija, Pllc | NONE | $83,077 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors | NONE | $62,312 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | NONE | $41,520 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $22,200 | not reported in the loaded dataset | 2023 |
| Trade Solutions | NONE | $10,537 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Millwrights' Local 1102 Supplemental Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Boston Partners — Schedule C compensation
- Loomis, Sayles & Co., Inc. — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Reinhart & Mahoney — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Novara Tesija, Pllc — Schedule C compensation
- Madison Investment Advisors — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Trade Solutions — Schedule C compensation