Liuna National (Industrial) Pension Fund — Form 5500 plan (Board Of Trustees Of The Liuna National (Industrial) 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 National (Industrial) Pension Fund is a benefit plan reported by Board Of Trustees Of The Liuna National (Industrial) Pension Fund under EIN 52-6074345 and plan number 001. The latest loaded filing year is 2023. The filing reports 62,493 participants and $1,447,979,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Liuna National (Industrial) Pension Fund
- EIN
- 52-6074345
- Plan number
- 001
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 62,493
- End-of-year plan assets
- $1,447,979,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62,493 | H, C | 20240730104451NAL0013286995002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,447,979,749
- Total liabilities (EOY)
- $7,456,874
- Net assets (EOY)
- $1,440,522,875
- Net assets (BOY)
- $1,346,541,795
Income & contributions
- Employer contributions
- $85,137,461
- Participant contributions
- $23,749
- Total contributions
- $85,161,210
- Total income / additions
- $217,651,485
Expenses & distributions
- Benefits paid
- $111,586,044
- Administrative expenses
- $12,084,361
- Total expenses
- $123,670,405
- Net increase / (decrease)
- $93,981,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janus Capital Management Inc | NONE | $498,180 | $0 | 2023 |
| Jp Morgan Investment Mgmt Inc | NONE | $494,200 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Limited | NONE | $417,732 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management | NONE | $392,774 | $0 | 2023 |
| Loomis Sayles & Company | NONE | $335,477 | not reported in the loaded dataset | 2023 |
| Southern Sun Asset Management | NONE | $327,224 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $211,429 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $208,343 | $0 | 2023 |
| The Law Offices Of James S. Ray | NONE | $188,470 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $181,089 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $169,264 | $0 | 2023 |
| Invesco Trust Company | NONE | $147,186 | $0 | 2023 |
| Segal Marco Advisors | NONE | $117,550 | not reported in the loaded dataset | 2023 |
| Wells Fargo National Association | NONE | $102,111 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $86,127 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $86,077 | not reported in the loaded dataset | 2023 |
| Ryan Labs | NONE | $82,172 | not reported in the loaded dataset | 2023 |
| Kelly Press, Inc | NONE | $68,764 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $37,022 | $0 | 2023 |
| Standard Valuations Inc | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Amalgatrust | NONE | $25,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Liuna National (Industrial) 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
- Jp Morgan Investment Mgmt Inc — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Hgk Asset Management — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Southern Sun Asset Management — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- The Law Offices Of James S. Ray — Schedule C compensation
- The Segal Company — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Wells Fargo National Association — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Ryan Labs — Schedule C compensation
- Kelly Press, Inc — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Standard Valuations Inc — Schedule C compensation
- Amalgatrust — Schedule C compensation