2023 Form 5500 filing — Plumbers & Steamfitters Local 21 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 20250411145401NAL0036223024001) for Plumbers & Steamfitters Local 21 Pension Fund, reported by Board Of Trustees P&S Local 21 Pension Fund under EIN 13-1847042 and plan number 001. It reports 1,652 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$278.4MReported net assets$278,403,992
Participants1.7K1,652
Provider compensation$1.8M19 Schedule C row(s)$1,777,677
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250411145401NAL0036223024001
Plan sponsor
Board Of Trustees P&S Local 21 Pension Fund
EIN
13-1847042
Plan number
001
Location
Peekskill, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$278.6M total assets
Net assets$278.4MLiabilities$209.3K
Money in vs. money out
Total income / additions$42.5M
Total expenses$18.5M
Benefits paid / distributions$16.6M
Contributions
Employer$8.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$278,613,306
Total liabilities (EOY)
$209,314
Net assets (EOY)
$278,403,992
Employer contributions
$8,250,542
Total income / additions
$42,513,700
Benefits paid
$16,554,713
Administrative expenses
$1,929,965
Total expenses
$18,484,678
Net increase / (decrease)
$24,029,022
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $272.3K
  2. 2
    SERVICE PROVIDER · Direct $237.5K
  3. 3
    NONE · Direct $217.3K
  4. 4
    SERVICE PROVIDER · Direct $214.1K
  5. 5
    SERVICE PROVIDER · Direct $159K
  6. 6
    SERVICE PROVIDER · Direct $145.2K
  7. 7
    SERVICE PROVIDER · Direct $82K
  8. 8
    SERVICE PROVIDER · Direct $68.1K
  9. 9
    SERVICE PROVIDER · Direct $56.6K
  10. 10
    SERVICE PROVIDER · Direct $55.5K
  11. 11
    SERVICE PROVIDER · Direct $55.2K
  12. 12
    SERVICE PROVIDER · Direct $52K
  13. 13
    SERVICE PROVIDER · Direct $49.1K
  14. 14
    SERVICE PROVIDER · Direct $30K · Indirect $0
  15. 15
    SERVICE PROVIDER · Direct $27.3K
  16. 16
    SERVICE PROVIDER · Direct $26.3K
  17. 17
    SERVICE PROVIDER · Direct $13.6K
  18. 18
    SERVICE PROVIDER · Direct $10.2K
  19. 19
    SERVICE PROVIDER · Direct $6.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411145401NAL0036223024001 cover?
It is the 2023 Form 5500 filing for Plumbers & Steamfitters Local 21 Pension Fund, reported by Board Of Trustees P&S Local 21 Pension Fund (EIN 13-1847042).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages