2023 Form 5500 filing — Plumbers & Pipefitters Local 172 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 20241213185503NAL0014032785001) for Plumbers & Pipefitters Local 172 Pension Fund, reported by Trustees Of Plumbers & Pipefitters Local 172 Pension Fund under EIN 35-6212986 and plan number 001. It reports 991 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241213185503NAL0014032785001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Plumbers & Pipefitters Local 172 Pension Fund
EIN
35-6212986
Plan number
001
Location
Oak Brook, IL
Participants
991
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$140,527,556
Total liabilities (EOY)
$200,190
Net assets (EOY)
$140,327,366
Employer contributions
$8,891,318
Total income / additions
$27,952,154
Benefits paid
$10,438,488
Administrative expenses
$579,666
Total expenses
$11,018,154
Net increase / (decrease)
$16,934,000
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Capital Inv. AdvisorsNONE$172,034not reported in the loaded dataset
National Investment ServicesNONE$52,732not reported in the loaded dataset
Clarion Lions Industrial PropertiesNONE$43,028not reported in the loaded dataset
Legacy Professionals LlpNONE$39,644not reported in the loaded dataset
Clarion Lion Properties Fund LpNONE$39,284not reported in the loaded dataset
Tic Midwest Admin SolutionsNONE$38,888not reported in the loaded dataset
Hunt Insurance AgencyNONE$29,813not reported in the loaded dataset
Washington Capital Management, Inc.NONE$27,301not reported in the loaded dataset
Johnson & Krol LLCNONE$24,495not reported in the loaded dataset
Ted Windsor & AssociatesNONE$21,425not reported in the loaded dataset
Benefits Management Group Inc.NONE$19,340not reported in the loaded dataset
Amalgamated Bank Of ChicagoNONE$18,205$0

Related Form 5500 pages