2023 Form 5500 filing — Plumbers & Steamfitters Local 43 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 20250413224507NAL0000513379001) for Plumbers & Steamfitters Local 43 Pension Fund, reported by Plumbers & Steamfitters Local 43 Pension Fund under EIN 62-6101288 and plan number 001. It reports 1,800 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413224507NAL0000513379001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 43 Pension Fund
- EIN
- 62-6101288
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,800
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,329,780
- Total liabilities (EOY)
- $2,334,265
- Net assets (EOY)
- $140,995,515
- Employer contributions
- $6,377,325
- Total income / additions
- $18,992,223
- Benefits paid
- $11,003,133
- Administrative expenses
- $730,102
- Total expenses
- $11,733,235
- Net increase / (decrease)
- $7,258,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley - The Dobbs Group | NONE | $163,151 | $0 |
| Newtower Trust Company | NONE | $0 | $94,383 |
| Southern Benefit Administrators | NONE | $85,865 | not reported in the loaded dataset |
| Bha Consulting, LLC | NONE | $72,513 | not reported in the loaded dataset |
| Agincourt Capital Management | NONE | $46,075 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $35,245 | not reported in the loaded dataset |
| Foundry Partners | NONE | $33,059 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $32,710 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $27,362 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey | NONE | $25,891 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $19,625 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $14,882 | not reported in the loaded dataset |
| Boston Partners | NONE | $14,391 | not reported in the loaded dataset |
| Polen Capital Management | NONE | $12,224 | not reported in the loaded dataset |
| D.F. Dent & Company | NONE | $11,582 | not reported in the loaded dataset |
| Legal & General Investment Manageme | NONE | $6,474 | not reported in the loaded dataset |
| Money Market, Mutual And Etf Funds | NONE | $0 | $0 |