2023 Form 5500 filing — Sprinkler Industry Supplemental 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 20241014094309NAL0013077683002) for Sprinkler Industry Supplemental Pension Fund, reported by Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees under EIN 14-1595069 and plan number 001. It reports 26,562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094309NAL0013077683002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees
- EIN
- 14-1595069
- Plan number
- 001
- Location
- Landover, MD
- Participants
- 26,562
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,639,738,544
- Total liabilities (EOY)
- $21,588,481
- Net assets (EOY)
- $2,618,150,063
- Employer contributions
- $192,380,506
- Total income / additions
- $422,783,851
- Benefits paid
- $97,648,277
- Administrative expenses
- $6,463,632
- Total expenses
- $104,111,909
- Net increase / (decrease)
- $318,671,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $1,135,646 | not reported in the loaded dataset |
| Invesco Advisors, Inc | NONE | $928,566 | $0 |
| Western Asset | NONE | $913,943 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $613,863 | $0 |
| Jp Morgan Investment Management Inc | NONE | $490,407 | not reported in the loaded dataset |
| Comerica Bank | NONE | $263,854 | $0 |
| Pimco | NONE | $199,353 | $0 |
| O'Donoghue & O'Donoghue | NONE | $181,394 | not reported in the loaded dataset |
| Global Retirement Partners | NONE | $148,998 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $145,049 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $131,250 | not reported in the loaded dataset |
| John Eger | EMPLOYEE | $122,687 | not reported in the loaded dataset |
| Lori Middleton | EMPLOYEE | $111,700 | not reported in the loaded dataset |
| Christina Keiser | EMPLOYEE | $64,381 | not reported in the loaded dataset |
| Lakishia Thomas | EMPLOYEE | $59,306 | not reported in the loaded dataset |
| Jena Henson | EMPLOYEE | $43,542 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $38,087 | not reported in the loaded dataset |
| Basys, Inc. | NONE | $33,721 | $0 |
| Catherine Varelli | EMPLOYEE | $28,039 | not reported in the loaded dataset |
| Anna Bosmans | EMPLOYEE | $25,347 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $20,322 |
| Navia Benefit Solutions | NONE | $17,500 | not reported in the loaded dataset |
| Iron Mountain | NONE | $12,914 | not reported in the loaded dataset |
| Wollmouth Maher & Deutsch Llp | NONE | $8,050 | not reported in the loaded dataset |
| Legacy Professionals LLC | NONE | $6,232 | not reported in the loaded dataset |
| Standard Modern Company | NONE | $5,440 | not reported in the loaded dataset |