Multi-Union Security Trust Fund — Form 5500 plan (Board Of Trustees, Multi-Union Security 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, Multi-Union Security Trust Fund is a benefit plan reported by Board Of Trustees, Multi-Union Security Trust Fund under EIN 93-1146155 and plan number 501. The latest loaded filing year is 2023. The filing reports 832 participants and $14,644,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Multi-Union Security Trust Fund
- EIN
- 93-1146155
- Plan number
- 501
- Plan type
- 1
- Location
- Glendale, CA
- Latest filing year
- 2023
- Participants
- 832
- End-of-year plan assets
- $14,644,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 832 | H, C | 20241002172503NAL0005063603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,644,222
- Total liabilities (EOY)
- $213,150
- Net assets (EOY)
- $14,431,072
- Net assets (BOY)
- $13,817,168
Income & contributions
- Employer contributions
- $18,675,445
- Participant contributions
- $9,293
- Total contributions
- $18,684,738
- Total income / additions
- $19,484,801
Expenses & distributions
- Benefits paid
- $18,264,091
- Administrative expenses
- $606,806
- Total expenses
- $18,870,897
- Net increase / (decrease)
- $613,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Federal LLC | NONE | $372,659 | not reported in the loaded dataset | 2023 |
| Anthony Bubenas & Co. | NONE | $61,418 | not reported in the loaded dataset | 2023 |
| Quest Investment Management LLC | NONE | $52,515 | not reported in the loaded dataset | 2023 |
| Bleiweiss Communications Inc. | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $20,384 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $15,800 | not reported in the loaded dataset | 2023 |
| Reich, Adell & Cvitan | NONE | $12,737 | not reported in the loaded dataset | 2023 |
| Nigro Karlin Segal Feldstein & Boln | NONE | $8,778 | not reported in the loaded dataset | 2023 |
| American Direct Mail | NONE | $6,614 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Multi-Union Security Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Glendale, CA
- Pacific Federal LLC — Schedule C compensation
- Anthony Bubenas & Co. — Schedule C compensation
- Quest Investment Management LLC — Schedule C compensation
- Bleiweiss Communications Inc. — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- Nigro Karlin Segal Feldstein & Boln — Schedule C compensation
- American Direct Mail — Schedule C compensation