2023 Form 5500 filing — Plumbers & Pipefitters Local No. 25 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 20241224092528NAL0010246641001) for Plumbers & Pipefitters Local No. 25 Pension Fund, reported by Plumbers & Pipefitters L25 under EIN 36-6129958 and plan number 001. It reports 2,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241224092528NAL0010246641001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters L25
- EIN
- 36-6129958
- Plan number
- 001
- Location
- Moline, IL
- Participants
- 2,015
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $460,625,113
- Total liabilities (EOY)
- $229,701
- Net assets (EOY)
- $460,395,412
- Employer contributions
- $20,975,502
- Total income / additions
- $90,612,754
- Benefits paid
- $25,815,312
- Administrative expenses
- $1,438,299
- Total expenses
- $27,253,611
- Net increase / (decrease)
- $63,359,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Blair Management LLC | NONE | $245,106 | $0 |
| P&P Local 25 Fringe Benefit, LLC | NONE | $243,120 | not reported in the loaded dataset |
| Smith Graham | NONE | $194,141 | $0 |
| Lsv Asset Management | NONE | $190,929 | not reported in the loaded dataset |
| Quad City Bank & Trust | NONE | $105,122 | not reported in the loaded dataset |
| Sands Capital Management | NONE | $80,502 | $0 |
| Bartlett & Co | NONE | $76,871 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $66,000 | not reported in the loaded dataset |
| Athena Actuarial Consulting LLC | NONE | $51,200 | not reported in the loaded dataset |
| Baum Sigman & Auerbach | NONE | $24,450 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $18,425 | not reported in the loaded dataset |
| Proxy Vote Plus LLC | NONE | $6,000 | not reported in the loaded dataset |