United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan — Form 5500 plan (Board Of Trustees Of United Steelworkers Pension Trust 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 Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan is a benefit plan reported by Board Of Trustees Of United Steelworkers Pension Trust Fund under EIN 61-0915309 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,176 participants and $94,590,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United Steelworkers Pension Trust Fund
- EIN
- 61-0915309
- Plan number
- 001
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,176
- End-of-year plan assets
- $94,590,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,176 | H, C | 20250613133010NAL0017592609006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,590,789
- Total liabilities (EOY)
- $31,992
- Net assets (EOY)
- $94,558,797
- Net assets (BOY)
- $88,716,462
Income & contributions
- Employer contributions
- $2,157,062
- Total contributions
- $2,157,062
- Total income / additions
- $11,378,095
Expenses & distributions
- Benefits paid
- $5,081,905
- Administrative expenses
- $453,855
- Total expenses
- $5,535,760
- Net increase / (decrease)
- $5,842,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT CONSULTANT | $115,397 | not reported in the loaded dataset | 2023 |
| Umr | CONTACT ADMINISTRATOR | $61,013 | not reported in the loaded dataset | 2023 |
| Strategic Capital Partners LLC | INVESTMENT CONSULTANT | $38,521 | not reported in the loaded dataset | 2023 |
| Sage Advisory | INVESTMENT MANAGER | $29,799 | not reported in the loaded dataset | 2023 |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $22,046 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Community Trust Bank | CUSTODIAN | $12,815 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | INVESTMENT MANAGER | $12,657 | not reported in the loaded dataset | 2023 |
| Columbia Investment Management | INVESTMENT MANAGEMENT | $7,731 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management | INVESTMENT MANAGER | $7,354 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MANAGEMENT | $7,333 | not reported in the loaded dataset | 2023 |
| Osborn Carreiro & Associates | ACTUARY | $6,700 | not reported in the loaded dataset | 2023 |
| Consulting & Risk Management Inc. | CONSULTANT | $6,000 | not reported in the loaded dataset | 2023 |
| Delaware | INVESTMENT MANAGEMENT | $5,159 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United Steelworkers Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Morgan Stanley Smith Barney — Schedule C compensation
- Umr — Schedule C compensation
- Strategic Capital Partners LLC — Schedule C compensation
- Sage Advisory — Schedule C compensation
- Herzfeld Suetholz Gastel Leniski — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Community Trust Bank — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Columbia Investment Management — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Blackrock — Schedule C compensation
- Osborn Carreiro & Associates — Schedule C compensation
- Consulting & Risk Management Inc. — Schedule C compensation
- Delaware — Schedule C compensation