United Automotive Association Pension Plan — Form 5500 plan (Trustees-United Automotive Association Pension Plan)
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 Automotive Association Pension Plan is a benefit plan reported by Trustees-United Automotive Association Pension Plan under EIN 43-1148320 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $6,101,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-United Automotive Association Pension Plan
- EIN
- 43-1148320
- Plan number
- 001
- Plan type
- 1
- Location
- Earth City, MO
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $6,101,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241216164237NAL0001347793003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,101,483
- Total liabilities (EOY)
- $18,573
- Net assets (EOY)
- $6,082,910
- Net assets (BOY)
- $6,349,027
Income & contributions
- Employer contributions
- $35,090
- Total contributions
- $35,090
- Total income / additions
- $994,403
Expenses & distributions
- Benefits paid
- $1,112,475
- Administrative expenses
- $148,045
- Total expenses
- $1,260,520
- Net increase / (decrease)
- -$266,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $50,233 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $32,678 | not reported in the loaded dataset | 2023 |
| Cardinal Investment Advisors, LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $12,266 | $0 | 2023 |
| Spector, Wolfe, Mclaughlin & O'Mara | NONE | $9,798 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management | NONE | $5,446 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-United Automotive Association Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Earth City, MO
- Zenith American Solutions — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Cardinal Investment Advisors, LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Spector, Wolfe, Mclaughlin & O'Mara — Schedule C compensation
- Nuveen Asset Management — Schedule C compensation