U.A.P.P. Local Union No.142 Pension Plan — Form 5500 plan (Joint Board Of Trustees Of U.A.A.P. 142 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.P.P. Local Union No.142 Pension Plan is a benefit plan reported by Joint Board Of Trustees Of U.A.A.P. 142 Pension Plan under EIN 74-6181280 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,771 participants and $145,838,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of U.A.A.P. 142 Pension Plan
- EIN
- 74-6181280
- Plan number
- 001
- Plan type
- 1
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 1,771
- End-of-year plan assets
- $145,838,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,771 | H, C | 20250412105805NAL0038469584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,838,970
- Total liabilities (EOY)
- $20,209
- Net assets (EOY)
- $145,818,761
- Net assets (BOY)
- $126,709,351
Income & contributions
- Employer contributions
- $6,886,850
- Total contributions
- $7,149,943
- Total income / additions
- $27,099,612
Expenses & distributions
- Benefits paid
- $7,514,463
- Administrative expenses
- $475,739
- Total expenses
- $7,990,202
- Net increase / (decrease)
- $19,109,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | not reported in the loaded dataset | $112,871 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets | not reported in the loaded dataset | $111,427 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $39,840 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company, Pc | not reported in the loaded dataset | $31,833 | not reported in the loaded dataset | 2023 |
| Conner & Winters, Llp | not reported in the loaded dataset | $20,548 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of U.A.A.P. 142 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Southwest Service Administrators — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Harper & Pearson Company, Pc — Schedule C compensation
- Conner & Winters, Llp — Schedule C compensation