2023 Form 5500 filing — Plumbers And Steamfitters Local 486 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 20241202095218NAL0000925171003) for Plumbers And Steamfitters Local 486 Pension Fund, reported by Plumbers And Steamfitters 486 Pension Fund Board Of Trustees under EIN 52-6124449 and plan number 001. It reports 3,069 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202095218NAL0000925171003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters 486 Pension Fund Board Of Trustees
- EIN
- 52-6124449
- Plan number
- 001
- Location
- Columbia, MD
- Participants
- 3,069
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $349,984,582
- Total liabilities (EOY)
- $221,791
- Net assets (EOY)
- $349,762,791
- Employer contributions
- $20,422,577
- Total income / additions
- $43,621,955
- Benefits paid
- $19,980,137
- Administrative expenses
- $2,413,777
- Total expenses
- $22,393,914
- Net increase / (decrease)
- $21,228,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grosvenor Capital Management Lp | NONE | $282,785 | $0 |
| Investment Performance Services | NONE | $210,000 | not reported in the loaded dataset |
| Boyd Watterson Asset Managment LLC | NONE | $206,460 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $182,377 | not reported in the loaded dataset |
| Benefits Administration Corporation | NONE | $173,415 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $154,090 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $143,965 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $101,981 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato | NONE | $73,188 | not reported in the loaded dataset |
| Hardman Johnson Global Advisors | NONE | $58,576 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook & C | NONE | $53,055 | not reported in the loaded dataset |
| The Segal Company | NONE | $43,666 | not reported in the loaded dataset |
| Ullico | NONE | $42,387 | not reported in the loaded dataset |
| Fred Alger & Company | NONE | $40,383 | $0 |
| Calibre Cpa Group | NONE | $25,375 | not reported in the loaded dataset |
| Mark Jackman | UNION TRUSTEE | $22,030 | not reported in the loaded dataset |
| Pnc Bank | NONE | $14,631 | $0 |
| Joel Meredith | MANAGEMENT TRUSTEE | $12,067 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | NONE | $9,519 | not reported in the loaded dataset |
| Washington Capital Management, Inc | NONE | $8,705 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $5,361 |