2023 Form 5500 filing — Plumbers Local 27 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 20241014094509NAL0014719411005) for Plumbers Local 27 Pension Fund, reported by Plumbers Local 27 Pension Fund under EIN 25-6034928 and plan number 001. It reports 1,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094509NAL0014719411005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local 27 Pension Fund
- EIN
- 25-6034928
- Plan number
- 001
- Location
- Harmony, PA
- Participants
- 1,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,499,444
- Total liabilities (EOY)
- $119,162
- Net assets (EOY)
- $139,380,282
- Employer contributions
- $5,691,755
- Total income / additions
- $24,662,294
- Benefits paid
- $7,978,988
- Administrative expenses
- $348,712
- Total expenses
- $8,327,700
- Net increase / (decrease)
- $16,334,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cds Administrators | NONE | $107,800 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $39,249 | not reported in the loaded dataset |
| Cowden Associates | NONE | $38,685 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $15,060 | $2,963 |
| Chevy Chase | NONE | $16,594 | not reported in the loaded dataset |
| Cypher & Cypher | NONE | $10,529 | not reported in the loaded dataset |
| Jubelirer Pass & Intrieri P.C. | NONE | $8,856 | not reported in the loaded dataset |