U. A. Local Union No. 614 Pension Plan — Form 5500 plan (Trustees - U. A. Local Union No. 614 Pension Plan)
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, U. A. Local Union No. 614 Pension Plan is a benefit plan reported by Trustees - U. A. Local Union No. 614 Pension Plan under EIN 62-6085904 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,292 participants and $195,636,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - U. A. Local Union No. 614 Pension Plan
- EIN
- 62-6085904
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,292
- End-of-year plan assets
- $195,636,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,292 | H, C | 20250115165335NAL0011924403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,636,670
- Total liabilities (EOY)
- $99,588
- Net assets (EOY)
- $195,537,082
- Net assets (BOY)
- $166,112,172
Income & contributions
- Employer contributions
- $9,789,715
- Total contributions
- $9,789,715
- Total income / additions
- $38,362,638
Expenses & distributions
- Benefits paid
- $7,947,211
- Administrative expenses
- $990,517
- Total expenses
- $8,937,728
- Net increase / (decrease)
- $29,424,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Capital Management, LLC | NONE | $525,722 | $3,893 | 2023 |
| Novara Tesija & Catenacci, Pllc | NONE | $86,397 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $75,400 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $50,498 | not reported in the loaded dataset | 2023 |
| Needles & Assoicates, LLC | NONE | $39,381 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $0 | not reported in the loaded dataset | 2023 |
| Eberts And Harrison, Inc | NONE | $0 | not reported in the loaded dataset | 2023 |
| United Members Insurance | NONE | $0 | not reported in the loaded dataset | 2023 |
| Plan Administrator | TAFT HARTLEY PLAN PAYMENT | $0 | not reported in the loaded dataset | 2023 |
| Great West Life And Annuity Ins Co | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset | 2023 |
| American Funds | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Baron | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Columbia | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Dodge And Cox | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Eaton Vance | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Harris | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Invesco | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Pimco Funds | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Putnam | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Rpyce | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Thornburg | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Vanguard | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Ins Co | INVESTMENT PROVIDER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - U. A. Local Union No. 614 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Highland Capital Management, LLC — Schedule C compensation
- Novara Tesija & Catenacci, Pllc — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Needles & Assoicates, LLC — Schedule C compensation
- Regions Bank — Schedule C compensation
- Eberts And Harrison, Inc — Schedule C compensation
- United Members Insurance — Schedule C compensation
- Plan Administrator — Schedule C compensation
- Great West Life And Annuity Ins Co — Schedule C compensation
- American Funds — Schedule C compensation
- Baron — Schedule C compensation
- Columbia — Schedule C compensation
- Dodge And Cox — Schedule C compensation
- Eaton Vance — Schedule C compensation
- Harris — Schedule C compensation
- Invesco — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Putnam — Schedule C compensation
- Rpyce — Schedule C compensation
- Thornburg — Schedule C compensation
- Vanguard — Schedule C compensation
- Massachusetts Mutual Life Ins Co — Schedule C compensation