Union Individual Account Retirement Fund — Form 5500 plan (The Board Of Trustees Of The Union Individual Account Retirement 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, Union Individual Account Retirement Fund is a benefit plan reported by The Board Of Trustees Of The Union Individual Account Retirement Fund under EIN 39-1318667 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,431 participants and $279,901,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Union Individual Account Retirement Fund
- EIN
- 39-1318667
- Plan number
- 002
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 3,431
- End-of-year plan assets
- $279,901,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,431 | H, C | 20241015195910NAL0017150451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $279,901,822
- Total liabilities (EOY)
- $146,633
- Net assets (EOY)
- $279,755,189
- Net assets (BOY)
- $248,876,674
Income & contributions
- Employer contributions
- $22,877,964
- Participant contributions
- $523,637
- Total contributions
- $23,401,601
- Total income / additions
- $50,541,041
Expenses & distributions
- Benefits paid
- $18,483,742
- Administrative expenses
- $1,178,784
- Total expenses
- $19,662,526
- Net increase / (decrease)
- $30,878,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $197,244 | not reported in the loaded dataset | 2023 |
| Benefits Management Group, Inc. | NONE | $158,292 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $134,630 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $117,000 | $0 | 2023 |
| Bentallgreenoak | NONE | $105,304 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co | NONE | $83,974 | $0 | 2023 |
| Segall Bryant & Hamill | NONE | $64,035 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren Sc | NONE | $58,765 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $57,538 | $0 | 2023 |
| Income Research & Management | NONE | $55,504 | not reported in the loaded dataset | 2023 |
| Ifm Global Infrastructure, L.P. | NONE | $47,403 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Combined Crafts Statewide | NONE | $21,912 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Union Individual Account Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Milliman — Schedule C compensation
- Benefits Management Group, Inc. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Bentallgreenoak — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Reinhart Boerner Van Deuren Sc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Ifm Global Infrastructure, L.P. — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation
- Combined Crafts Statewide — Schedule C compensation