Automotive Industries Pension Plan — Form 5500 plan (Board Of Trustees Automotive Industries 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, Automotive Industries Pension Plan is a benefit plan reported by Board Of Trustees Automotive Industries Pension Plan under EIN 94-1133245 and plan number 001. The latest loaded filing year is 2023. The filing reports 24,242 participants and $2,103,134,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Automotive Industries Pension Plan
- EIN
- 94-1133245
- Plan number
- 001
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 24,242
- End-of-year plan assets
- $2,103,134,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,242 | H, C | 20241013144525NAL0025931521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,103,134,558
- Total liabilities (EOY)
- $2,620,346
- Net assets (EOY)
- $2,100,514,212
- Net assets (BOY)
- $1,017,076,886
Income & contributions
- Employer contributions
- $23,128,483
- Total contributions
- $23,128,483
- Total income / additions
- $1,247,274,443
Expenses & distributions
- Benefits paid
- $149,991,280
- Administrative expenses
- $13,845,837
- Total expenses
- $163,837,117
- Net increase / (decrease)
- $1,083,437,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Administr | NONE | $1,435,868 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $571,168 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Mgmt Group LLC | NONE | $514,511 | $0 | 2023 |
| Graystone Consulting/Morgan Stanley | NONE | $383,392 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company | NONE | $344,770 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $0 | $293,846 | 2023 |
| Withumsmith+Brown, Pc | NONE | $269,724 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $256,323 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $223,021 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $133,275 | $77,334 | 2023 |
| Polen Capital Management, LLC | NONE | $190,659 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management, LLC | NONE | $172,556 | not reported in the loaded dataset | 2023 |
| Fiera Capital Inc. | NONE | $157,241 | not reported in the loaded dataset | 2023 |
| Charles Besocke | NONE | $136,303 | not reported in the loaded dataset | 2023 |
| Nfp | NONE | $0 | $69,860 | 2023 |
| Abel Noser Solutions LLC | NONE | $28,875 | not reported in the loaded dataset | 2023 |
| West Tower Group LLC | NONE | $22,645 | not reported in the loaded dataset | 2023 |
| Aabco | NONE | $16,122 | not reported in the loaded dataset | 2023 |
| Roadrunner Mailing Services | NONE | $14,569 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $13,719 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgt Amer | NONE | $12,220 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Automotive Industries Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Administr — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Silvercrest Asset Mgmt Group LLC — Schedule C compensation
- Graystone Consulting/Morgan Stanley — Schedule C compensation
- Mcmorgan & Company — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Polen Capital Management, LLC — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- Fiera Capital Inc. — Schedule C compensation
- Charles Besocke — Schedule C compensation
- Nfp — Schedule C compensation
- Abel Noser Solutions LLC — Schedule C compensation
- West Tower Group LLC — Schedule C compensation
- Aabco — Schedule C compensation
- Roadrunner Mailing Services — Schedule C compensation
- Fremont Bank — Schedule C compensation
- Legal & General Investment Mgt Amer — Schedule C compensation