United Construction Workers Pension Fund — Form 5500 plan (Board Of Trustees Of United)
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 Construction Workers Pension Fund is a benefit plan reported by Board Of Trustees Of United under EIN 41-6175080 and plan number 001. The latest loaded filing year is 2023. The filing reports 457 participants and $44,907,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United
- EIN
- 41-6175080
- Plan number
- 001
- Plan type
- 1
- Location
- Brainerd, MN
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $44,907,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20240827211506NAL0011143377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,907,087
- Total liabilities (EOY)
- $2,661
- Net assets (EOY)
- $44,904,426
- Net assets (BOY)
- $41,038,495
Income & contributions
- Employer contributions
- $1,370,772
- Total contributions
- $1,370,772
- Total income / additions
- $6,290,818
Expenses & distributions
- Benefits paid
- $1,832,387
- Administrative expenses
- $592,500
- Total expenses
- $2,424,887
- Net increase / (decrease)
- $3,865,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pruco Securities, LLC | INVESTMENT ADVISOR | $477,215 | not reported in the loaded dataset | 2023 |
| Westberg Eischens, Pllp | ACCOUNTING | $44,465 | not reported in the loaded dataset | 2023 |
| Via Actuarial Solutions | ACTUARY | $13,265 | not reported in the loaded dataset | 2023 |
| Stinson, Llp | ATTORNEY | $8,009 | not reported in the loaded dataset | 2023 |
| Rba | DATABASE MANAGEMENT | $5,980 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Brainerd, MN
- Pruco Securities, LLC — Schedule C compensation
- Westberg Eischens, Pllp — Schedule C compensation
- Via Actuarial Solutions — Schedule C compensation
- Stinson, Llp — Schedule C compensation
- Rba — Schedule C compensation