United Association National Pension Fund — Form 5500 plan (B/O/T United Association National 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, United Association National Pension Fund is a benefit plan reported by B/O/T United Association National Pension Fund under EIN 52-6152779 and plan number 001. The latest loaded filing year is 2023. The filing reports 185,089 participants and $7,130,626,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B/O/T United Association National Pension Fund
EIN
52-6152779
Plan number
001
Plan type
1
Location
Alexandria, VA
Latest filing year
2023
Participants
185,089
End-of-year plan assets
$7,130,626,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185,089H, C20250411124301NAL0023227297003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,130,626,653
Total liabilities (EOY)
$39,599,371
Net assets (EOY)
$7,091,027,282
Net assets (BOY)
$6,671,093,621

Income & contributions

Employer contributions
$468,235,591
Total contributions
$468,235,591
Total income / additions
$1,134,221,649

Expenses & distributions

Benefits paid
$699,531,376
Administrative expenses
$46,181,513
Total expenses
$745,712,889
Net increase / (decrease)
$388,508,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ChlicNONE$2,706,824not reported in the loaded dataset2023
Bell Asset MgmtNONE$2,569,810not reported in the loaded dataset2023
O'Donoghue & O'DonoghueNONE$1,613,546$1,0162023
Jennison Associates LLCNONE$1,184,865$02023
Schroder Investment MgmtNONE$1,073,196not reported in the loaded dataset2023
Wellington ManagementNONE$979,863$02023
Bridgeway Benefit TechnologiesNONE$976,865not reported in the loaded dataset2023
Loomis Sayles & CompanyNONE$861,906$02023
Aristotle Capital ManagementNONE$812,313not reported in the loaded dataset2023
T Rowe PriceNONE$774,936$02023
Jpmorgan Chase Bank NaNONE$720,370not reported in the loaded dataset2023
Calibre Cpa Group LLCNONE$707,070not reported in the loaded dataset2023
Segal Select InsuranceNONE$671,365$02023
Riverbridge Partners, LLCNONE$655,163not reported in the loaded dataset2023
UllicoNONE$598,449$02023
Voya InvestmentNONE$568,845not reported in the loaded dataset2023
Macquarie Investment Management AdvNONE$554,380not reported in the loaded dataset2023
Invesco IncNONE$550,368not reported in the loaded dataset2023
Kelly Press, Inc.NONE$493,406not reported in the loaded dataset2023
Neuberger BermanNONE$355,631$02023
Pc Connection Sales CorpNONE$353,748not reported in the loaded dataset2023
Pnc BankNONE$338,523$02023
Brandywine GlobalNONE$329,298$02023
Segal Marco AdvisorsNONE$328,118not reported in the loaded dataset2023
Cheiron, Inc.NONE$326,591not reported in the loaded dataset2023
Inscoe, Toni C.EMPLOYEE$305,099not reported in the loaded dataset2023
Heffernan, KevinEMPLOYEE$279,568not reported in the loaded dataset2023
Ramlochan, Nafeeza SEMPLOYEE$244,111not reported in the loaded dataset2023
Franke, Benjamin C.EMPLOYEE$224,506not reported in the loaded dataset2023
Leahey, Donald M.EMPLOYEE$212,355not reported in the loaded dataset2023
Deuja, KumarEMPLOYEE$208,177not reported in the loaded dataset2023
Zenebe, IyobEMPLOYEE$194,600not reported in the loaded dataset2023
Kukkala, Venkateswararao E.EMPLOYEE$178,205not reported in the loaded dataset2023
Morgan, Lewis & Bockius, LlpNONE$173,407not reported in the loaded dataset2023
Edwards, Perpetua E.EMPLOYEE$167,491not reported in the loaded dataset2023
Hugo, Curtis A.EMPLOYEE$165,482not reported in the loaded dataset2023
Dugan, CharlotteEMPLOYEE$164,576not reported in the loaded dataset2023
Lugo, DennisEMPLOYEE$161,986not reported in the loaded dataset2023
Iron MountainNONE$158,785not reported in the loaded dataset2023
Gaghan Mechanical, Inc.NONE$158,202not reported in the loaded dataset2023
Recovery Point SystemsNONE$158,024not reported in the loaded dataset2023
Geohagan, Wayne S.EMPLOYEE$157,461not reported in the loaded dataset2023
Devore, Karen A.EMPLOYEE$155,114not reported in the loaded dataset2023
Xerox CorporationNONE$149,394not reported in the loaded dataset2023
O'Reilly-Walker, Arlette M.EMPLOYEE$147,088not reported in the loaded dataset2023
Youhouse, Joseph D.EMPLOYEE$142,069not reported in the loaded dataset2023
Andre-Inge, Maurice A.EMPLOYEE$141,182not reported in the loaded dataset2023
Galbreath-Hall, Kim MEMPLOYEE$133,076not reported in the loaded dataset2023
Johnson, David A.EMPLOYEE$128,116not reported in the loaded dataset2023
Convergeone IncNONE$125,706not reported in the loaded dataset2023
Bekoe, KofiEMPLOYEE$124,161not reported in the loaded dataset2023
Fenderson, MelissaEMPLOYEE$118,350not reported in the loaded dataset2023
Yimer, TsedayEMPLOYEE$117,037not reported in the loaded dataset2023
Rasheed, Susan B.EMPLOYEE$116,092not reported in the loaded dataset2023
Dominion Energy VirginiaNONE$111,473not reported in the loaded dataset2023
Layode, OyebisiEMPLOYEE$110,392not reported in the loaded dataset2023
Xiologix, LLCNONE$109,691not reported in the loaded dataset2023
Boyd, Chantelle Y.EMPLOYEE$109,217not reported in the loaded dataset2023
Revel, Donna L.EMPLOYEE$108,710not reported in the loaded dataset2023
Frankenberg, Mi JungEMPLOYEE$106,966not reported in the loaded dataset2023
Lewis, WilliamEMPLOYEE$106,707not reported in the loaded dataset2023
Noack, LadonnaEMPLOYEE$105,501not reported in the loaded dataset2023
Guerra, Mary M.EMPLOYEE$104,736not reported in the loaded dataset2023
Robinson, KivenEMPLOYEE$102,757not reported in the loaded dataset2023
Claassen, GregoryEMPLOYEE$102,131not reported in the loaded dataset2023
White, AyeishaEMPLOYEE$101,602not reported in the loaded dataset2023
Smith, Toria S.EMPLOYEE$101,489not reported in the loaded dataset2023
Wiley, AlexanderEMPLOYEE$99,866not reported in the loaded dataset2023
Andrews, JudyEMPLOYEE$97,465not reported in the loaded dataset2023
Boggs, SharonEMPLOYEE$97,373not reported in the loaded dataset2023
Staton-Wallis, TracyEMPLOYEE$96,837not reported in the loaded dataset2023
Reliance Standard Life InsuranceNONE$96,523not reported in the loaded dataset2023
Knight, ShenikaEMPLOYEE$96,309not reported in the loaded dataset2023
Southern California PipetradesNONE$96,283not reported in the loaded dataset2023
Phifer, Linda S.EMPLOYEE$94,592not reported in the loaded dataset2023
Savia, SandraEMPLOYEE$94,578not reported in the loaded dataset2023
Hill, Gerald A.EMPLOYEE$94,298not reported in the loaded dataset2023
Proctor, ChrisaEMPLOYEE$93,937not reported in the loaded dataset2023
Peters, Michael JrEMPLOYEE$92,739not reported in the loaded dataset2023
Jones, NikkiEMPLOYEE$92,580not reported in the loaded dataset2023
Northern TrustNONE$92,495not reported in the loaded dataset2023
St. Remy, ChrisEMPLOYEE$92,456not reported in the loaded dataset2023
Plumb, DarleneEMPLOYEE$91,060not reported in the loaded dataset2023
Goodman Lauren AEMPLOYEE$91,060not reported in the loaded dataset2023
Fultz, RuthEMPLOYEE$91,054not reported in the loaded dataset2023
Mongold, GaryEMPLOYEE$91,033not reported in the loaded dataset2023
Mosley, NaketaEMPLOYEE$90,232not reported in the loaded dataset2023
Conlon, DennisEMPLOYEE$89,600not reported in the loaded dataset2023
Sinclair, NeicoleEMPLOYEE$89,589not reported in the loaded dataset2023
Ellis, RobinEMPLOYEE$89,016not reported in the loaded dataset2023
Green, ToleathiaEMPLOYEE$88,112not reported in the loaded dataset2023
Williams, YuriEMPLOYEE$88,091not reported in the loaded dataset2023
Collins, ZenaEMPLOYEE$87,880not reported in the loaded dataset2023
Robertson, James AEMPLOYEE$87,657not reported in the loaded dataset2023
O'Connor, KristinaEMPLOYEE$87,621not reported in the loaded dataset2023
Sayson, MaribelEMPLOYEE$87,142not reported in the loaded dataset2023
Morrison, RyanEMPLOYEE$86,242not reported in the loaded dataset2023
Kopp Iii, RobertEMPLOYEE$85,909not reported in the loaded dataset2023
Dickenson, MaryEMPLOYEE$85,828not reported in the loaded dataset2023
Chesnick, LisaEMPLOYEE$84,953not reported in the loaded dataset2023
Mcleod, JoanneEMPLOYEE$84,572not reported in the loaded dataset2023
Powell, PennyEMPLOYEE$84,278not reported in the loaded dataset2023
Robertson, BeverlyEMPLOYEE$83,869not reported in the loaded dataset2023
Gaillard, KianaEMPLOYEE$83,604not reported in the loaded dataset2023
Youhouse, Marianella AEMPLOYEE$82,607not reported in the loaded dataset2023
Northern Virginia Staffing, Inc.NONE$82,492not reported in the loaded dataset2023
Hunt, JasonEMPLOYEE$82,122not reported in the loaded dataset2023
Ward, StacyEMPLOYEE$81,009not reported in the loaded dataset2023
Atkins, LisaEMPLOYEE$80,153not reported in the loaded dataset2023
Butchee, ToniaEMPLOYEE$79,862not reported in the loaded dataset2023
VerizonNONE$78,532not reported in the loaded dataset2023
Spencer, MariahEMPLOYEE$77,694not reported in the loaded dataset2023
Miller, BriannaEMPLOYEE$77,607not reported in the loaded dataset2023
Cooper, KeyonaEMPLOYEE$76,680not reported in the loaded dataset2023
Charity, LisaEMPLOYEE$76,499not reported in the loaded dataset2023
Jackson, LiliaEMPLOYEE$76,462not reported in the loaded dataset2023
Clark-Baxter, AntonieEMPLOYEE$75,087not reported in the loaded dataset2023
Crumley, John MEMPLOYEE$74,243not reported in the loaded dataset2023
Fuller, Tamara SEMPLOYEE$74,241not reported in the loaded dataset2023
Romero, Luz AEMPLOYEE$74,235not reported in the loaded dataset2023
Reid, LarryEMPLOYEE$74,157not reported in the loaded dataset2023
Oliver, ChrisEMPLOYEE$73,796not reported in the loaded dataset2023
Daniels Barbour, JaniceEMPLOYEE$73,398not reported in the loaded dataset2023
Merritt, NicoleEMPLOYEE$72,597not reported in the loaded dataset2023
Dalton Wharf Association IncNONE$71,942not reported in the loaded dataset2023
Woods, BrittanyEMPLOYEE$69,860not reported in the loaded dataset2023
Ramos, YenyEMPLOYEE$69,785not reported in the loaded dataset2023
Fields, KyanaEMPLOYEE$69,362not reported in the loaded dataset2023
Atsbeha, NathnaelEMPLOYEE$68,621not reported in the loaded dataset2023
Bascope, ChristinaEMPLOYEE$68,532not reported in the loaded dataset2023
Veney, ReginaldEMPLOYEE$67,866not reported in the loaded dataset2023
Boadi, RoseEMPLOYEE$67,712not reported in the loaded dataset2023
Lawrence, DevinEMPLOYEE$66,199not reported in the loaded dataset2023
Congress Asset MgmtNONE$65,000not reported in the loaded dataset2023
Edwards, MoniqueEMPLOYEE$64,001not reported in the loaded dataset2023
Mckay, JamalEMPLOYEE$62,477not reported in the loaded dataset2023
The Segal Company Svc, Inc.NONE$60,877not reported in the loaded dataset2023
Alexander, Joceline MEMPLOYEE$60,568not reported in the loaded dataset2023
Ewell, SandraEMPLOYEE$60,428not reported in the loaded dataset2023
At&TNONE$60,103not reported in the loaded dataset2023
Oneal, RobertEMPLOYEE$59,424not reported in the loaded dataset2023
Pernell, LachrisaEMPLOYEE$59,389not reported in the loaded dataset2023
P & R Enterprise, IncNONE$50,201not reported in the loaded dataset2023
Tk ElevatorNONE$48,836not reported in the loaded dataset2023
Avaya Communications, Inc.NONE$46,876not reported in the loaded dataset2023
Kramer Warner Associates, Inc.NONE$46,815$02023
Cranford, CynthiaEMPLOYEE$46,771not reported in the loaded dataset2023
AflacNONE$45,051not reported in the loaded dataset2023
Romolo & AssociatesNONE$42,300not reported in the loaded dataset2023
Brand, GalitEMPLOYEE$37,649not reported in the loaded dataset2023
All State Courier IncNONE$37,174not reported in the loaded dataset2023
Schultheis & Panettieri, LlpNONE$36,137not reported in the loaded dataset2023
Dell Marketing LlpNONE$36,095not reported in the loaded dataset2023
Robert HalfNONE$32,160not reported in the loaded dataset2023
Insight Direct Usa IncNONE$31,273not reported in the loaded dataset2023
Culture Amp IncNONE$27,270not reported in the loaded dataset2023
OpeiuNONE$25,576not reported in the loaded dataset2023
Woodbridge Glass Co., IncNONE$25,000not reported in the loaded dataset2023
Pension Benefit InformationNONE$24,580not reported in the loaded dataset2023
Open Text, Inc.NONE$24,422not reported in the loaded dataset2023
Virginia & Ambinder LlpNONE$23,298not reported in the loaded dataset2023
Morgan Stanley & Company LLCNONE$22,040not reported in the loaded dataset2023
Miller Kaplan Arase, LlpNONE$19,727not reported in the loaded dataset2023
Pryor Learning, LLCNONE$18,974not reported in the loaded dataset2023
Retirement Clearinghouse, LLCNONE$18,959not reported in the loaded dataset2023
Aptean Adaptable Solutions, Inc.NONE$18,410not reported in the loaded dataset2023
Cbiz Benefits & Insurance ServicesNONE$17,757not reported in the loaded dataset2023
Metro Mail Services, Inc.NONE$17,304not reported in the loaded dataset2023
Randstad ProfessionalsNONE$15,000not reported in the loaded dataset2023
Oreva Technologies, Inc.NONE$14,997not reported in the loaded dataset2023
National Vision AdministratorsNONE$12,953not reported in the loaded dataset2023
Barlow Coughran MoralesNONE$12,707not reported in the loaded dataset2023
Conner And Winters LlpNONE$12,370not reported in the loaded dataset2023
Air Conditioning & RefridgerationNONE$12,000not reported in the loaded dataset2023
Alexandria Renew EnterprisesNONE$10,583not reported in the loaded dataset2023
Anastasi Moore & Martin PllcNONE$10,377not reported in the loaded dataset2023
Washington GasNONE$10,308not reported in the loaded dataset2023
Frank Parsons Paper Co Inc.NONE$10,303not reported in the loaded dataset2023
Needles & AssociatesNONE$10,291not reported in the loaded dataset2023
Proxy Vote Plus, LLCNONE$10,000not reported in the loaded dataset2023
Rolling Greens, IncNONE$9,858not reported in the loaded dataset2023
Automatic Data ProcessingNONE$8,695not reported in the loaded dataset2023
Power Solutions LLCNONE$8,625not reported in the loaded dataset2023
Ford CreditNONE$8,192not reported in the loaded dataset2023
Digicert, IncNONE$8,038not reported in the loaded dataset2023
Epicore Software CorpNONE$7,608not reported in the loaded dataset2023
Novak Francella, LLCNONE$7,147not reported in the loaded dataset2023
Murray & Heister, Inc.NONE$6,827not reported in the loaded dataset2023
Slack Technologies, Inc.NONE$6,799not reported in the loaded dataset2023
Hyland Software, IncNONE$6,750not reported in the loaded dataset2023
Rubinbrown, LlpNONE$6,680not reported in the loaded dataset2023
Lapadula, Carlson & Co CpaNONE$5,968not reported in the loaded dataset2023
Comcast CommunicationsNONE$5,830not reported in the loaded dataset2023
Spencer Fane Britt & Brown LlpNONE$5,696not reported in the loaded dataset2023
Virgina American WaterNONE$5,279not reported in the loaded dataset2023
Council Of Institutional InvestorsNONE$5,200not reported in the loaded dataset2023
Vision Business ProductsNONE$5,190not reported in the loaded dataset2023

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