Form 5500 · Retirement plan · ALEXANDRIA, VA

B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND

The filing calls this plan UNITED ASSOCIATION NATIONAL PENSION FUND.

B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND of ALEXANDRIA, VA files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by BRIGHTHOUSE LIFE INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)

Insurance company

BRIGHTHOUSE LIFE INSURANCE COMPANY

Contract year ends

Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-6152779 · plan 001 · plan year 2025, filed Apr 13, 2026

Participants at the start of the year

190,666

Contracts on file

Contract value

$2,454,242

Plan year end

June

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with BRIGHTHOUSE LIFE INSURANCE COMPANY.

The contracts held $2,454,242 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

Carrier	Contract type	Covered	Year ends	Contract value	Commission
BRIGHTHOUSE LIFE INSURANCE COMPANY	Annuity / GIC	196,837	June	$2,454,242	$0
THE UNION LABOR LIFE INSURANCE COMPANY	Annuity / GIC	196,837	June	—	$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND

EIN 52-6152779

CHLIC

Named on Schedule C · EIN 06-1059331

$2,767,060

paid directly by the plan

SCHRODER INVESTMENT MGMT

Named on Schedule C · EIN 13-4064414

$1,491,984

paid directly by the plan

JENNISON ASSOCIATES LLC

Named on Schedule C · EIN 22-2540245

$1,414,565

paid directly by the plan

BRIDGEWAY BENEFIT TECHNOLOGIES

Recordkeeping and information management · EIN 52-1796473

$1,087,267

paid directly by the plan

WELLINGTON MANAGEMENT

Named on Schedule C · EIN 04-2683227

$1,008,916

paid directly by the plan

RIVERBRIDGE

Named on Schedule C · EIN 41-1930193

$694,043

paid directly by the plan

SEGAL SELECT INSURANCE

Named on Schedule C · EIN 46-0619194

$671,818

paid directly by the plan

PC CONNECTION SALES CORP

Named on Schedule C · EIN 02-0497006

$387,881

paid directly by the plan

PNC BANK

Custodian · EIN 22-1146430

$356,497

paid directly by the plan

SEGAL MARCO ADVISORS

Named on Schedule C · EIN 13-2646110

$334,716

paid directly by the plan

LOOMIS SAYLES & COMPANY

Named on Schedule C · EIN 04-3200030

$285,156

paid directly by the plan

MACQUARIE INVESTMENT MANAGEMENT ADV

Investment advisory · EIN 23-2859590

$282,206

paid directly by the plan

CHEIRON, INC.

Named on Schedule C · EIN 13-4215617

$280,785

paid directly by the plan

XIOLOGIX, LLC

Named on Schedule C · EIN 93-1297700

$262,547

paid directly by the plan

GAGHAN MECHANICAL, INC.

Named on Schedule C · EIN 54-1789937

$262,228

paid directly by the plan

RECOVERY POINT SYSTEMS

Named on Schedule C · EIN 52-2212966

$172,549

paid directly by the plan

FP MAILING SOLUTIONS

Named on Schedule C · EIN 38-1716563

$166,000

paid directly by the plan

XEROX CORPORATION

Named on Schedule C · EIN 16-0468020

$134,336

paid directly by the plan

RELIANCE STANDARD LIFE INSURANCE

Named on Schedule C · EIN 36-0883760

$96,885

paid directly by the plan

CONVERGEONE INC

Named on Schedule C · EIN 41-1763228

$85,277

paid directly by the plan

VERIZON

Named on Schedule C · EIN 23-2259884

$82,050

paid directly by the plan

P & R ENTERPRISE, INC

Named on Schedule C · EIN 52-0886864

$67,144

paid directly by the plan

ULLICO

Named on Schedule C · EIN 13-1423090

$65,000

paid directly by the plan

NORTHERN TRUST

Named on Schedule C · EIN 36-2723087

$60,363

paid directly by the plan

VIRGINIA & AMBINDER LLP

Named on Schedule C · EIN 13-4166736

$55,049

paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end

$7,726,101,653

Paid out in benefits

$717,902,565

Participants at the start of the year

190,666

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$175,667

From Schedule H of this filing.

Other plans filed by this employer

plan 002Form 5500-SF filing · no insured Schedule A contracts

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