2023 Form 5500 filing — Plumbers & Steamfitters Local 248- Pension Trust 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 20250115091508NAL0021538081001) for Plumbers & Steamfitters Local 248- Pension Trust Plan, reported by Trustees Of Plumbers & Steamfitter Pension Trust Fund under EIN 31-1017514 and plan number 001. It reports 655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115091508NAL0021538081001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers & Steamfitter Pension Trust Fund
- EIN
- 31-1017514
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,507,731
- Total liabilities (EOY)
- $73,317
- Net assets (EOY)
- $79,434,414
- Employer contributions
- $4,579,791
- Total income / additions
- $14,530,360
- Benefits paid
- $5,780,967
- Administrative expenses
- $389,314
- Total expenses
- $6,170,281
- Net increase / (decrease)
- $8,360,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zacks Investment Management | INVESTMENT MANAGER | $59,093 | not reported in the loaded dataset |
| Manning & Napier Advisors Inc | INVESTMENT MANAGER | $55,078 | not reported in the loaded dataset |
| Standard Valuations | INVESTMENT CONSULTANT | $40,000 | not reported in the loaded dataset |
| Umr | CONTRACT ADMINISTRATOR | $33,513 | not reported in the loaded dataset |
| Melissa Logan | FUND EMPLOYEE | $30,067 | not reported in the loaded dataset |
| Peoples Bank | CUSTODIAN | $24,548 | not reported in the loaded dataset |
| Ledbetter Partners LLC | ATTORNEY | $16,429 | not reported in the loaded dataset |
| Boyd Watterson | INVESTMENT MANAGER | $12,983 | not reported in the loaded dataset |
| Osborn Carreiro & Associates | ACTUARY | $9,400 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $9,019 | not reported in the loaded dataset |