2023 Form 5500 filing — Plumbers Local Union No. 690 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 20250414153655NAL0000837907003) for Plumbers Local Union No. 690 Pension Fund, reported by Bd Tees Plumbers Lu 690 Pen Fund under EIN 23-6405018 and plan number 001. It reports 1,672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414153655NAL0000837907003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Tees Plumbers Lu 690 Pen Fund
- EIN
- 23-6405018
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $265,283,028
- Total liabilities (EOY)
- $1,849,022
- Net assets (EOY)
- $263,434,006
- Employer contributions
- $14,176,108
- Total income / additions
- $39,210,256
- Benefits paid
- $19,061,826
- Administrative expenses
- $2,381,457
- Total expenses
- $21,443,283
- Net increase / (decrease)
- $17,766,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Watterson Asset Mgmt | NONE | $354,645 | not reported in the loaded dataset |
| Loomis Sayles & Company L.P. | NONE | $130,410 | $0 |
| Hardman Johnston Intl Equity Group | NONE | $128,406 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $109,293 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $87,946 | not reported in the loaded dataset |
| Chartwell Investment Partners, Lp | NONE | $79,899 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $78,880 | $0 |
| Employee A | NONE | $55,790 | not reported in the loaded dataset |
| Segall Bryant And Hamill | NONE | $50,447 | not reported in the loaded dataset |
| Odonoghue & Odonoghue, Llp | NONE | $45,063 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $40,254 | not reported in the loaded dataset |
| Plumbers Local Union No. 690 | UNION - PARTY IN INTEREST | $37,920 | not reported in the loaded dataset |
| Kang Haggerty & Fetbroyt LLC | NONE | $35,903 | not reported in the loaded dataset |
| Employee B | NONE | $32,844 | not reported in the loaded dataset |
| Employee C | NONE | $32,016 | not reported in the loaded dataset |
| Employee D | NONE | $27,607 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $26,641 | not reported in the loaded dataset |
| Employee E | NONE | $26,280 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $21,042 | $0 |
| Beka'S Catering | NONE | $10,475 | not reported in the loaded dataset |
| Vito F. Canuso, Jr. | NONE | $6,786 | not reported in the loaded dataset |