Liuna Staff And Affiliates Pension Fund — Form 5500 plan (Board Of Trustees Of Liuna Staff And Affiliates 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, Liuna Staff And Affiliates Pension Fund is a benefit plan reported by Board Of Trustees Of Liuna Staff And Affiliates Pension Fund under EIN 52-0743575 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,037 participants and $1,815,316,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Liuna Staff And Affiliates Pension Fund
- EIN
- 52-0743575
- Plan number
- 001
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 11,037
- End-of-year plan assets
- $1,815,316,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,037 | H, C | 20240730110000NAL0020585025002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,815,316,886
- Total liabilities (EOY)
- $3,876,896
- Net assets (EOY)
- $1,811,439,990
- Net assets (BOY)
- $1,642,460,238
Income & contributions
- Employer contributions
- $111,807,449
- Total contributions
- $111,807,449
- Total income / additions
- $299,665,949
Expenses & distributions
- Benefits paid
- $121,139,238
- Administrative expenses
- $9,546,959
- Total expenses
- $130,686,197
- Net increase / (decrease)
- $168,979,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janus Capital Management, Inc | NONE | $514,095 | $0 | 2023 |
| Walter, Scott, & Partners | NONE | $437,880 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management, Inc. | NONE | $406,522 | $0 | 2023 |
| Jp Morgan Investment Mgmt, Inc | NONE | $386,783 | not reported in the loaded dataset | 2023 |
| Southern Sun Asset Management | NONE | $348,720 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $344,505 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $319,998 | $0 | 2023 |
| Adam Downs | EMPLOYEE | $279,243 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $273,422 | not reported in the loaded dataset | 2023 |
| Richard Moreschi | EMPLOYEE | $259,189 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $231,535 | $0 | 2023 |
| Alliance Bernstein | NONE | $222,213 | $0 | 2023 |
| Lsv Asset Management | NONE | $219,905 | not reported in the loaded dataset | 2023 |
| Paul Mackinnon | EMPLOYEE | $191,649 | not reported in the loaded dataset | 2023 |
| Brian Kaniewski | EMPLOYEE | $171,167 | not reported in the loaded dataset | 2023 |
| Daniel Morse | EMPLOYEE | $170,967 | not reported in the loaded dataset | 2023 |
| Rbc Dexia Investor Services Trust | NONE | $166,284 | not reported in the loaded dataset | 2023 |
| The Law Offices Of James S. Ray | NONE | $163,512 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $156,734 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $151,428 | $0 | 2023 |
| Jennifer Dodohara | EMPLOYEE | $149,884 | not reported in the loaded dataset | 2023 |
| Robert Holmes | EMPLOYEE | $148,250 | not reported in the loaded dataset | 2023 |
| Patricia Prestwood | EMPLOYEE | $101,887 | not reported in the loaded dataset | 2023 |
| All Systems Go, Inc. | NONE | $96,570 | not reported in the loaded dataset | 2023 |
| Dana Floor | EMPLOYEE | $96,395 | not reported in the loaded dataset | 2023 |
| Catherine Dominguez | EMPLOYEE | $92,059 | not reported in the loaded dataset | 2023 |
| Joseph Linehan | EMPLOYEE | $91,856 | not reported in the loaded dataset | 2023 |
| Sabrina Mattocks | EMPLOYEE | $91,540 | not reported in the loaded dataset | 2023 |
| Catherine Ludlow | EMPLOYEE | $91,321 | not reported in the loaded dataset | 2023 |
| Darlene Mccalip-Thaxton | EMPLOYEE | $90,326 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $88,420 | not reported in the loaded dataset | 2023 |
| Karen King | EMPLOYEE | $86,879 | not reported in the loaded dataset | 2023 |
| Gina Harriss | EMPLOYEE | $85,099 | not reported in the loaded dataset | 2023 |
| Nicole Berardi | EMPLOYEE | $84,874 | not reported in the loaded dataset | 2023 |
| Ryan Labs Asset Management | NONE | $84,299 | not reported in the loaded dataset | 2023 |
| Derek Riley | EMPLOYEE | $81,088 | not reported in the loaded dataset | 2023 |
| Michele Haynes | EMPLOYEE | $80,080 | not reported in the loaded dataset | 2023 |
| Mariza Otera | EMPLOYEE | $79,220 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $78,840 | not reported in the loaded dataset | 2023 |
| Kevin Allen | EMPLOYEE | $76,799 | not reported in the loaded dataset | 2023 |
| Efren Fuentes | EMPLOYEE | $76,729 | not reported in the loaded dataset | 2023 |
| Michael Channel | EMPLOYEE | $76,470 | not reported in the loaded dataset | 2023 |
| Kasey Cook | EMPLOYEE | $74,853 | not reported in the loaded dataset | 2023 |
| Victoria Blocker | EMPLOYEE | $72,919 | not reported in the loaded dataset | 2023 |
| Joseph Knaub | EMPLOYEE | $65,919 | not reported in the loaded dataset | 2023 |
| Chelsea Anthony | EMPLOYEE | $65,093 | not reported in the loaded dataset | 2023 |
| Jocelyn Daniels | EMPLOYEE | $64,053 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $51,200 | not reported in the loaded dataset | 2023 |
| Gillian Mackinnon | EMPLOYEE | $50,690 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Derek L. Riley, Jr. | EMPLOYEE | $29,469 | not reported in the loaded dataset | 2023 |
| Kelly Press, Inc. | NONE | $27,299 | not reported in the loaded dataset | 2023 |
| Amalgatrust Bank Of Chicago | NONE | $25,000 | $0 | 2023 |
| Fontana Litho Inc., Dba Mosaic | NONE | $12,768 | not reported in the loaded dataset | 2023 |
| Proxyvote Plus | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Templeton Investment Counsel, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Liuna Staff And Affiliates Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Janus Capital Management, Inc — Schedule C compensation
- Walter, Scott, & Partners — Schedule C compensation
- Hgk Asset Management, Inc. — Schedule C compensation
- Jp Morgan Investment Mgmt, Inc — Schedule C compensation
- Southern Sun Asset Management — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Adam Downs — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Richard Moreschi — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Paul Mackinnon — Schedule C compensation
- Brian Kaniewski — Schedule C compensation
- Daniel Morse — Schedule C compensation
- Rbc Dexia Investor Services Trust — Schedule C compensation
- The Law Offices Of James S. Ray — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Jennifer Dodohara — Schedule C compensation
- Robert Holmes — Schedule C compensation
- Patricia Prestwood — Schedule C compensation
- All Systems Go, Inc. — Schedule C compensation
- Dana Floor — Schedule C compensation
- Catherine Dominguez — Schedule C compensation
- Joseph Linehan — Schedule C compensation
- Sabrina Mattocks — Schedule C compensation
- Catherine Ludlow — Schedule C compensation
- Darlene Mccalip-Thaxton — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Karen King — Schedule C compensation
- Gina Harriss — Schedule C compensation
- Nicole Berardi — Schedule C compensation
- Ryan Labs Asset Management — Schedule C compensation
- Derek Riley — Schedule C compensation
- Michele Haynes — Schedule C compensation
- Mariza Otera — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Kevin Allen — Schedule C compensation
- Efren Fuentes — Schedule C compensation
- Michael Channel — Schedule C compensation
- Kasey Cook — Schedule C compensation
- Victoria Blocker — Schedule C compensation
- Joseph Knaub — Schedule C compensation
- Chelsea Anthony — Schedule C compensation
- Jocelyn Daniels — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Gillian Mackinnon — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Derek L. Riley, Jr. — Schedule C compensation
- Kelly Press, Inc. — Schedule C compensation
- Amalgatrust Bank Of Chicago — Schedule C compensation
- Fontana Litho Inc., Dba Mosaic — Schedule C compensation
- Proxyvote Plus — Schedule C compensation
- Templeton Investment Counsel, LLC — Schedule C compensation