Glaziers And Glassworkers Local 513 Pension Plan — Form 5500 plan (Trustees Of Glaziers & Glassworkers Local Union 513 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, Glaziers And Glassworkers Local 513 Pension Plan is a benefit plan reported by Trustees Of Glaziers & Glassworkers Local Union 513 Pension Fund under EIN 43-6058944 and plan number 001. The latest loaded filing year is 2023. The filing reports 420 participants and $79,120,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Glaziers & Glassworkers Local Union 513 Pension Fund
- EIN
- 43-6058944
- Plan number
- 001
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 420
- End-of-year plan assets
- $79,120,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 420 | H, C | 20250812094251NAL0007130499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,120,739
- Total liabilities (EOY)
- $24,817
- Net assets (EOY)
- $79,095,922
- Net assets (BOY)
- $70,525,804
Income & contributions
- Employer contributions
- $2,172,756
- Total contributions
- $2,172,756
- Total income / additions
- $14,959,800
Expenses & distributions
- Benefits paid
- $6,028,274
- Administrative expenses
- $361,408
- Total expenses
- $6,389,682
- Net increase / (decrease)
- $8,570,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee 1 | EMPLOYEE | $115,752 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | NONE | $110,565 | $0 | 2023 |
| Employee 2 | EMPLOYEE | $98,453 | not reported in the loaded dataset | 2023 |
| Marquette & Associates | NONE | $34,008 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $32,700 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $28,835 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $27,809 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners, Pc | NONE | $19,241 | not reported in the loaded dataset | 2023 |
| Enterprise Trust | NONE | $14,529 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates, Ll | NONE | $6,447 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Glaziers & Glassworkers Local Union 513 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Employee 1 — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Employee 2 — Schedule C compensation
- Marquette & Associates — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- Hammond & Shinners, Pc — Schedule C compensation
- Enterprise Trust — Schedule C compensation
- Parametric Portfolio Associates, Ll — Schedule C compensation