2023 Form 5500 filing — Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account 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 20241216141632NAL0001525681002) for Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan, reported by Pipefitters Local Union No.537 under EIN 04-2760802 and plan number 002. It reports 3,231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216141632NAL0001525681002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipefitters Local Union No.537
- EIN
- 04-2760802
- Plan number
- 002
- Location
- Dorchester, MA
- Participants
- 3,231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $738,806,728
- Total liabilities (EOY)
- $13,297,189
- Net assets (EOY)
- $725,509,539
- Employer contributions
- $39,256,320
- Total income / additions
- $105,883,872
- Benefits paid
- $33,166,185
- Administrative expenses
- $2,703,178
- Total expenses
- $35,869,363
- Net increase / (decrease)
- $70,014,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Trust Walden Company | NONE | $980,202 | not reported in the loaded dataset |
| National Investment Services | NONE | $432,492 | not reported in the loaded dataset |
| Boston Partners Global Equity Fund | NONE | $242,805 | not reported in the loaded dataset |
| Us Real Estate Investment Fund | NONE | $237,127 | not reported in the loaded dataset |
| Abs Investment Management | NONE | $233,206 | not reported in the loaded dataset |
| Bny Mellon Inv Mngmt Cayman Ltd | NONE | $153,116 | not reported in the loaded dataset |
| Alcentra Multi-Strategy Euro Credit | NONE | $145,902 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $127,406 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $84,018 | not reported in the loaded dataset |
| Bridgeway Technologies | NONE | $72,544 | not reported in the loaded dataset |
| 400 Capital Management LLC | NONE | $60,224 | not reported in the loaded dataset |
| Davidson Kempner Capital Management | NONE | $52,251 | not reported in the loaded dataset |
| Employee F | NONE | $51,515 | not reported in the loaded dataset |
| Investment Performance Services, Ll | NONE | $45,000 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $44,676 | not reported in the loaded dataset |
| Select Equity Group, Lp | NONE | $43,743 | not reported in the loaded dataset |
| Wcp Special Core Plus Fund Lp | NONE | $40,770 | not reported in the loaded dataset |
| Dover Street Ix Cayman Fund L.P. | NONE | $29,066 | $0 |
| Employee G | NONE | $24,201 | not reported in the loaded dataset |
| Employee E | NONE | $24,046 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $19,817 | not reported in the loaded dataset |
| Northgate Venture Partners, Vii Lp | NONE | $18,000 | not reported in the loaded dataset |
| Employee D | NONE | $17,174 | not reported in the loaded dataset |
| Employee B | NONE | $13,553 | not reported in the loaded dataset |
| Krakow, Souris & Landry LLC | NONE | $13,070 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $12,380 | not reported in the loaded dataset |
| Network Coverage LLC | NONE | $11,674 | not reported in the loaded dataset |
| Renaissance Institutional Equities | NONE | $10,910 | not reported in the loaded dataset |
| Quadient | NONE | $6,510 | not reported in the loaded dataset |
| Employee C | NONE | $5,552 | not reported in the loaded dataset |