2023 Form 5500 filing — Plumbers' & Pipefitters' Local Union 562 Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730145214NAL0020963297002) for Plumbers' & Pipefitters' Local Union 562 Pension Fund, reported by Trustees, Plumbers' & Pipefitters' Local Pension Fund under EIN 43-0759836 and plan number 001. It reports 5,503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730145214NAL0020963297002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees, Plumbers' & Pipefitters' Local Pension Fund
- EIN
- 43-0759836
- Plan number
- 001
- Location
- Earth City, MO
- Participants
- 5,503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $758,748,332
- Total liabilities (EOY)
- $265,674
- Net assets (EOY)
- $758,482,658
- Employer contributions
- $28,096,391
- Total income / additions
- $113,340,375
- Benefits paid
- $39,295,683
- Administrative expenses
- $2,078,164
- Total expenses
- $41,373,847
- Net increase / (decrease)
- $71,966,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Mutual Fd Inv Trust | NONE | $485,212 | not reported in the loaded dataset |
| Kennedy Capital Management Inc | NONE | $335,035 | not reported in the loaded dataset |
| P&P Welfare Educational Fund | AFFILIATE | $304,310 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $169,494 |
| Commerce Bank | CUSTODIAL | $148,279 | $1,425 |
| Marquette Associates | NONE | $105,000 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $92,084 | not reported in the loaded dataset |
| Milliman Usa | NONE | $70,979 | not reported in the loaded dataset |
| Proloan Bond Fund LLC | NONE | $69,006 | not reported in the loaded dataset |
| Hartnett Reyes-Jones, LLC | NONE | $54,322 | not reported in the loaded dataset |
| Northern Trust Corp | NONE | $18,446 | not reported in the loaded dataset |
| Greensfelder, Hemker And Gale | NONE | $15,874 | not reported in the loaded dataset |
| Charles L. Crane Agency | NONE | $0 | $14,397 |
| Afl-Cio Housing Investment Trust | NONE | $7,240 | $0 |