2023 Form 5500 filing — Plumbers Lu 690 Metal Trades Pension Plan
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 20241015175627NAL0030558369003) for Plumbers Lu 690 Metal Trades Pension Plan, reported by Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan under EIN 23-6442844 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175627NAL0030558369003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan
- EIN
- 23-6442844
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,911,721
- Total liabilities (EOY)
- $58,740
- Net assets (EOY)
- $18,852,981
- Employer contributions
- $1,368,607
- Total income / additions
- $3,112,411
- Benefits paid
- $1,379,315
- Administrative expenses
- $516,845
- Total expenses
- $1,896,160
- Net increase / (decrease)
- $1,216,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Mckeogh Company | NONE | $42,140 | not reported in the loaded dataset |
| Boyd Watterson State Government Fun | NONE | $41,546 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $36,618 | $0 |
| O'Donoghue & O'Donoghue | NONE | $21,266 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $19,013 | not reported in the loaded dataset |
| Stevens & Lee | NONE | $15,854 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $15,724 | not reported in the loaded dataset |
| Plumbers Local Union No. 690 | AFFILIATE | $10,042 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $8,842 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $8,490 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $8,141 | not reported in the loaded dataset |
| Capstone Insurance | NONE | $6,586 | $0 |
| State Street Global Advisors | NONE | $1,895 | $0 |