2023 Form 5500 filing — Plumbers & Pipefitters Local Unions 502 & 633 Pens
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 20250508113954NAL0008794947001) for Plumbers & Pipefitters Local Unions 502 & 633 Pens, reported by Joint Board Of Trustees Plumbers & Pipefitters Local Unions under EIN 61-6078145 and plan number 001. It reports 3,470 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)$552.4MReported net assets$552,426,409
Participants3.5K3,470
Provider compensation$1.3M12 Schedule C row(s)$1,277,117
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250508113954NAL0008794947001
- Plan sponsor
- Joint Board Of Trustees Plumbers & Pipefitters Local Unions
- EIN
- 61-6078145
- Plan number
- 001
- Location
- Troy, MI
- Received date
- not reported in the loaded dataset
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)$554.5M total assets
Net assets$552.4MLiabilities$2.1M
Full reported line items
- Total assets (EOY)
- $554,526,573
- Total liabilities (EOY)
- $2,100,164
- Net assets (EOY)
- $552,426,409
- Employer contributions
- $38,091,346
- Total income / additions
- $97,462,679
- Benefits paid
- $35,714,254
- Administrative expenses
- $1,486,832
- Total expenses
- $37,201,086
- Net increase / (decrease)
- $60,261,593
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Inc | NONE | $235,016 | not reported in the loaded dataset |
| Clarion Lion Industrial Trust | NONE | $177,604 | not reported in the loaded dataset |
| National Investment Services | NONE | $169,608 | not reported in the loaded dataset |
| Strategic Capital Investment Adv. | NONE | $117,468 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $106,047 | not reported in the loaded dataset |
| Clarion Lion Properties Fund | NONE | $96,777 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $89,175 | $0 |
| The Segal Company | NONE | $80,145 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $80,125 | not reported in the loaded dataset |
| Principal Global Investors | NONE | $61,104 | not reported in the loaded dataset |
| Johnson And Krol | NONE | $49,433 | not reported in the loaded dataset |
| American Graphic Printing Co. | NONE | $14,615 | not reported in the loaded dataset |