2023 Form 5500 filing — Plumbers & Steamfitters Pension Fund Local Union 373
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 20241008152055NAL0009830627002) for Plumbers & Steamfitters Pension Fund Local Union 373, reported by Board Of Trustees Local Union 373 U.A. Pension Fund under EIN 13-1758289 and plan number 001. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008152055NAL0009830627002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local Union 373 U.A. Pension Fund
- EIN
- 13-1758289
- Plan number
- 001
- Location
- Mountainville, NY
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,180,069
- Total liabilities (EOY)
- $3,538,682
- Net assets (EOY)
- $64,641,387
- Employer contributions
- $5,603,194
- Total income / additions
- $15,349,995
- Benefits paid
- $4,601,388
- Administrative expenses
- $529,573
- Total expenses
- $5,130,961
- Net increase / (decrease)
- $10,219,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Partners | NONE | $112,868 | not reported in the loaded dataset |
| Lord Abbet & Co | NONE | $63,372 | not reported in the loaded dataset |
| Willmington Trust | NONE | $56,249 | not reported in the loaded dataset |
| Bolton Partners Northeast Inc. | NONE | $39,900 | not reported in the loaded dataset |
| Global Trust Company | NONE | $39,737 | not reported in the loaded dataset |
| Mspc Certified Public Accountants & | NONE | $31,100 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $24,500 | not reported in the loaded dataset |
| Summit Actuarial Service LLC | NONE | $19,800 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | NONE | $16,980 | not reported in the loaded dataset |