M.I.R.A.-G.M.P. And Allied Workers Pension Trust — Form 5500 plan (M.I.R.A.-G.M.P. And Allied Workers Pension Trust)
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, M.I.R.A.-G.M.P. And Allied Workers Pension Trust is a benefit plan reported by M.I.R.A.-G.M.P. And Allied Workers Pension Trust under EIN 51-6096325 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,094 participants and $119,802,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M.I.R.A.-G.M.P. And Allied Workers Pension Trust
- EIN
- 51-6096325
- Plan number
- 001
- Plan type
- 1
- Location
- Cincinatti, OH
- Latest filing year
- 2023
- Participants
- 2,094
- End-of-year plan assets
- $119,802,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,094 | H, C | 20241015160836NAL0030290145002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,802,763
- Total liabilities (EOY)
- $838,356
- Net assets (EOY)
- $118,964,407
- Net assets (BOY)
- $111,863,701
Income & contributions
- Employer contributions
- $406,028
- Total contributions
- $522,993
- Total income / additions
- $13,918,072
Expenses & distributions
- Benefits paid
- $6,214,107
- Administrative expenses
- $603,259
- Total expenses
- $6,817,366
- Net increase / (decrease)
- $7,100,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | CUSTODIAN | $110,749 | $0 | 2023 |
| The Segal Company | ACTUARY | $91,672 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | TPA | $88,871 | not reported in the loaded dataset | 2023 |
| Allianz Global Investors U.S. LLC | INVESTMENT MGMT | $73,643 | not reported in the loaded dataset | 2023 |
| Colombo & Colombo, Pc | ATTORNEY | $35,361 | not reported in the loaded dataset | 2023 |
| Gray Griffith & Mays | NONE | $19,501 | not reported in the loaded dataset | 2023 |
| Pimco Funds | INVESTMENT MGMT | $6,671 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for M.I.R.A.-G.M.P. And Allied Workers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinatti, OH
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Allianz Global Investors U.S. LLC — Schedule C compensation
- Colombo & Colombo, Pc — Schedule C compensation
- Gray Griffith & Mays — Schedule C compensation
- Pimco Funds — Schedule C compensation