2023 Form 5500 filing — U.A. Plumbers & Steamfitters Local 22 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 20241119104332NAL0001332883001) for U.A. Plumbers & Steamfitters Local 22 Pension Fund, reported by U.A. Plumbers & Steamfitters Local 22 Pension Fund under EIN 16-0920434 and plan number 001. It reports 1,906 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119104332NAL0001332883001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U.A. Plumbers & Steamfitters Local 22 Pension Fund
- EIN
- 16-0920434
- Plan number
- 001
- Location
- West Seneca, NY
- Participants
- 1,906
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $271,174,930
- Total liabilities (EOY)
- $157,340
- Net assets (EOY)
- $271,017,590
- Employer contributions
- $17,448,917
- Total income / additions
- $38,977,395
- Benefits paid
- $22,008,432
- Administrative expenses
- $1,029,010
- Total expenses
- $23,037,442
- Net increase / (decrease)
- $15,939,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Systematic Financial Management | NONE | $119,303 | $0 |
| Wilmington Trust | NONE | $110,217 | $0 |
| Morgan Stanley Smith Barney LLC | NONE | $105,397 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $69,120 | $0 |
| Federated Investment Consulting | NONE | $68,281 | $0 |
| Usi Consulting Group | NONE | $50,900 | not reported in the loaded dataset |
| Pca Technology Group Inc. | NONE | $29,152 | not reported in the loaded dataset |
| Tronconi Segarra & Associates, Llp | NONE | $26,451 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $24,818 | not reported in the loaded dataset |
| Jbm Computer Consultants | NONE | $13,607 | not reported in the loaded dataset |