2023 Form 5500 filing — Pension Fund Of Local Union No. 274
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 20241011080201NAL0022379041001) for Pension Fund Of Local Union No. 274, reported by Plumbing & Pipefitting Ind Afl under EIN 22-1665268 and plan number 001. It reports 884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011080201NAL0022379041001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbing & Pipefitting Ind Afl
- EIN
- 22-1665268
- Plan number
- 001
- Location
- Parsippany, NJ
- Participants
- 884
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $176,977,247
- Total liabilities (EOY)
- $113,392
- Net assets (EOY)
- $176,863,855
- Employer contributions
- $4,773,340
- Total income / additions
- $27,440,379
- Benefits paid
- $12,846,411
- Administrative expenses
- $2,432,931
- Total expenses
- $15,279,342
- Net increase / (decrease)
- $12,161,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Capital | NONE | $792,980 | not reported in the loaded dataset |
| Boyd Watterson Gsa Fund | NONE | $186,100 | not reported in the loaded dataset |
| Basil Castrovinci Associates Inc | NONE | $157,911 | not reported in the loaded dataset |
| Ironsides Co-Investment Fund Vi | NONE | $130,793 | not reported in the loaded dataset |
| Columbia Threadneedle | NONE | $120,492 | not reported in the loaded dataset |
| Rbc Global Asset Management Inc | NONE | $108,898 | not reported in the loaded dataset |
| Ullico Infrastructure Fund | NONE | $106,950 | not reported in the loaded dataset |
| Ironsides Partnership Fund Vi | NONE | $97,878 | not reported in the loaded dataset |
| Karpus Investment Management | NONE | $62,995 | not reported in the loaded dataset |
| David A Gerson Cpa & Assoc Pc | NONE | $55,535 | not reported in the loaded dataset |
| Grosvenor Capital Management | NONE | $52,439 | not reported in the loaded dataset |
| Basil Castrovinci Associates | NONE | $50,336 | not reported in the loaded dataset |
| Ironsides Opportunities Fund Ii | NONE | $34,080 | not reported in the loaded dataset |
| Union Ins | NONE | $25,387 | not reported in the loaded dataset |
| Timothy R Hott Pc | NONE | $20,205 | not reported in the loaded dataset |
| Reynolds Consulting | NONE | $18,964 | not reported in the loaded dataset |
| Lindabury Mccormick & Estabrook | NONE | $18,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $17,427 | not reported in the loaded dataset |
| State Street | NONE | $16,445 | not reported in the loaded dataset |