2023 Form 5500 filing — Plumbers & Steamfitters Local 267 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 20241015092354NAL0027938497002) for Plumbers & Steamfitters Local 267 Pension Fund, reported by Plumbers 267 Pension Fund Local 267 Pension Fund under EIN 15-0347955 and plan number 001. It reports 1,293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092354NAL0027938497002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers 267 Pension Fund Local 267 Pension Fund
- EIN
- 15-0347955
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 1,293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,564,641
- Total liabilities (EOY)
- $207,021
- Net assets (EOY)
- $168,357,620
- Employer contributions
- $9,572,533
- Total income / additions
- $27,494,515
- Benefits paid
- $10,731,438
- Administrative expenses
- $1,471,232
- Total expenses
- $12,202,670
- Net increase / (decrease)
- $15,291,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier | PARTY-IN-INTEREST | $499,276 | $0 |
| Siguler Guff | NONE | $123,148 | not reported in the loaded dataset |
| Us Reif | NONE | $80,694 | not reported in the loaded dataset |
| Marco Consulting | NONE | $52,500 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $50,049 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $43,043 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $37,279 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $37,279 | not reported in the loaded dataset |
| M&T | NONE | $33,729 | $0 |
| Gcm Grosvenor | NONE | $29,965 | not reported in the loaded dataset |
| Mesirow Financial | NONE | $25,000 | not reported in the loaded dataset |
| Blitman & King | NONE | $24,233 | not reported in the loaded dataset |
| Darcangelo & Co., Llp | NONE | $19,800 | not reported in the loaded dataset |
| Joseph W. Mccarthy & Associates | NONE | $15,206 | not reported in the loaded dataset |
| Landmark Equity Advisors LLC | NONE | $11,857 | $0 |