2023 Form 5500 filing — Plumbers Local 9 Pension 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 20250326141331NAL0015939313001) for Plumbers Local 9 Pension Plan, reported by Plumbers Local 9 Pension Fund under EIN 51-0219541 and plan number 001. It reports 1,856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250326141331NAL0015939313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local 9 Pension Fund
- EIN
- 51-0219541
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 1,856
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $282,389,152
- Total liabilities (EOY)
- $634,546
- Net assets (EOY)
- $281,754,606
- Employer contributions
- $18,950,171
- Total income / additions
- $46,292,739
- Benefits paid
- $21,351,398
- Administrative expenses
- $2,559,716
- Total expenses
- $23,911,114
- Net increase / (decrease)
- $22,381,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Credit Solutions Viiia-2lp | NONE | $769,962 | not reported in the loaded dataset |
| Ie Shaffer & Co | NONE | $379,680 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $232,115 | not reported in the loaded dataset |
| J.P. Morgan Asset Management | NONE | $188,187 | not reported in the loaded dataset |
| Philadelphia Trust Company | NONE | $148,226 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $146,772 | not reported in the loaded dataset |
| Gerson & Assoc. Cpas And Advisors | NONE | $71,142 | not reported in the loaded dataset |
| Fenimore Asset Management | NONE | $50,778 | not reported in the loaded dataset |
| Pellettieri, Rabstein & Altman | NONE | $45,091 | not reported in the loaded dataset |
| National Investment Services Inc | NONE | $34,581 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook & C | NONE | $33,767 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $33,406 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $31,130 | not reported in the loaded dataset |
| Eagle Capital Management | NONE | $30,985 | not reported in the loaded dataset |
| Prudential Retirement & Annuity Co | NONE | $30,929 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $27,000 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $18,137 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $16 | not reported in the loaded dataset |