United Steelworkers Local 14614 Pension Trust Fund — Form 5500 plan (United Steelworkers Local 14614 Pension Trust Board Of Trustees)
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 Steelworkers Local 14614 Pension Trust Fund is a benefit plan reported by United Steelworkers Local 14614 Pension Trust Board Of Trustees under EIN 55-0549322 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,314 participants and $41,221,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Steelworkers Local 14614 Pension Trust Board Of Trustees
- EIN
- 55-0549322
- Plan number
- 001
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,314
- End-of-year plan assets
- $41,221,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,314 | H, C | 20241013153008NAL0049586258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,221,791
- Total liabilities (EOY)
- $25,928
- Net assets (EOY)
- $41,195,863
- Net assets (BOY)
- $39,235,632
Income & contributions
- Employer contributions
- $2,439,524
- Total contributions
- $2,439,524
- Total income / additions
- $7,275,399
Expenses & distributions
- Benefits paid
- $5,021,541
- Administrative expenses
- $293,627
- Total expenses
- $5,315,168
- Net increase / (decrease)
- $1,960,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT CONSULTANT | $132,287 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $38,464 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $12,381 | not reported in the loaded dataset | 2023 |
| Osborne Carriero & Associates | ACTUARY | $12,000 | not reported in the loaded dataset | 2023 |
| Genesis Benefit Solutions Inc | CONSULTANT | $4,170 | not reported in the loaded dataset | 2023 |
| John Dascoli Pllc | ATTORNEY | $2,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Steelworkers Local 14614 Pension Trust Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Umr — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Osborne Carriero & Associates — Schedule C compensation
- Genesis Benefit Solutions Inc — Schedule C compensation
- John Dascoli Pllc — Schedule C compensation