Automotive Machinists Pension Plan — Form 5500 plan (Automotive Machinists Pension Trust)
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, Automotive Machinists Pension Plan is a benefit plan reported by Automotive Machinists Pension Trust under EIN 91-6123687 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,651 participants and $847,346,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Automotive Machinists Pension Trust
- EIN
- 91-6123687
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 7,651
- End-of-year plan assets
- $847,346,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,651 | H, C | 20250715091150NAL0001460531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $847,346,545
- Total liabilities (EOY)
- $477,347
- Net assets (EOY)
- $846,869,198
- Net assets (BOY)
- $802,304,570
Income & contributions
- Employer contributions
- $13,182,517
- Total contributions
- $18,470,282
- Total income / additions
- $130,015,919
Expenses & distributions
- Benefits paid
- $81,159,720
- Administrative expenses
- $4,291,571
- Total expenses
- $85,451,291
- Net increase / (decrease)
- $44,564,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $1,024,308 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $554,692 | $0 | 2023 |
| Western Asset Management Co. | NONE | $397,859 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Mgmt Inc. | NONE | $383,157 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $239,525 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $220,764 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc | NONE | $212,932 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $193,385 | not reported in the loaded dataset | 2023 |
| Barlow & Coughran, P.S. | NONE | $154,145 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $124,072 | not reported in the loaded dataset | 2023 |
| Us Bank Na | NONE | $79,913 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $57,902 | not reported in the loaded dataset | 2023 |
| Bank Of America Merrill Lynch | NONE | $15,708 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $7,935 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Automotive Machinists Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Service Inc — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Western Asset Management Co. — Schedule C compensation
- Jp Morgan Investment Mgmt Inc. — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Washington Capital Management Inc — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Barlow & Coughran, P.S. — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Us Bank Na — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Bank Of America Merrill Lynch — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation