2023 Form 5500 filing — Plasterers' Local 8 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 20250213113836NAL0012491459003) for Plasterers' Local 8 Pension Fund, reported by Trustees Of Plasterers' Local 8 Pension Fund under EIN 23-2652951 and plan number 002. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213113836NAL0012491459003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plasterers' Local 8 Pension Fund
- EIN
- 23-2652951
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,331,544
- Total liabilities (EOY)
- $92,843
- Net assets (EOY)
- $28,238,701
- Employer contributions
- $1,535,439
- Total income / additions
- $3,694,181
- Benefits paid
- $1,737,172
- Administrative expenses
- $364,234
- Total expenses
- $2,101,406
- Net increase / (decrease)
- $1,592,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Performance Services LLC | NONE | $62,500 | not reported in the loaded dataset |
| Joe Moskauski | EMPLOYEE | $0 | $62,233 |
| Chevy Chase Trust Company | NONE | $46,990 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $32,429 | not reported in the loaded dataset |
| Rae Group LLC | NONE | $27,333 | not reported in the loaded dataset |
| Joann Procopio | EMPLOYEE | $0 | $25,308 |
| Bridgeway Benefit Technologies | NONE | $16,978 | not reported in the loaded dataset |
| Segall Bryant & Hamill LLC | NONE | $15,820 | not reported in the loaded dataset |
| Wells Fargo | NONE | $12,746 | $0 |
| Hardman Johnston Global Advisors | NONE | $12,143 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $8,766 | not reported in the loaded dataset |
| Susanin Widman & Brennan, Pc | NONE | $8,404 | not reported in the loaded dataset |