2023 Form 5500 filing — Plumbers Union Local No. 12 Pension

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 20250612150902NAL0017097729003) for Plumbers Union Local No. 12 Pension, reported by Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund under EIN 04-6023174 and plan number 001. It reports 2,901 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)$389.1MReported net assets$389,099,637

Participants2.9K2,901

Provider compensation$2.3M20 Schedule C row(s)$2,298,219

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250612150902NAL0017097729003
Plan sponsor: Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund
EIN: 04-6023174
Plan number: 001
Location: Boston, MA
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)$389.6M total assets

Net assets$389.1MLiabilities$485.8K

Money in vs. money out

Total income / additions$68.7M

Total expenses$25.1M

Benefits paid / distributions$23.7M

Contributions

Employer$24.6M

ParticipantNot reported

Full reported line items

Total assets (EOY): $389,585,417
Total liabilities (EOY): $485,780
Net assets (EOY): $389,099,637
Employer contributions: $24,563,903
Total income / additions: $68,696,356
Benefits paid: $23,667,134
Administrative expenses: $1,463,051
Total expenses: $25,130,185
Net increase / (decrease): $43,566,171

Schedule C

Reported service provider compensation

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

1
Sei$1.1M
NONE · Direct $1.1M
2
Sei Structrued Credit Collective Fd$375.2K
NONE · Direct $375.2K
3
Asb Allegiance Real Estate Fund$153.1K
NONE · Direct $153.1K
4
Sei Global Private Assets Vi Fund$150K
NONE · Direct $150K
5
Sei Global Private Assets V Fund$88.7K
NONE · Direct $88.7K
6
Employee E$85K
EMPLOYEE · Direct $85K
7
Manzi & Associates$54.6K
NONE · Direct $54.6K
8
Robert Cheverie$53.9K
NONE · Direct $53.9K
9
Employee A$51.9K
EMPLOYEE · Direct $51.9K
10
Bridgeway Benefit Technologies$44.7K
NONE · Direct $44.7K
11
Cbiz Savitz$38K
NONE · Direct $38K
12
Mariner Institutional LLC$31K
NONE · Direct $31K
13
Employee B$27.1K
EMPLOYEE · Direct $27.1K
14
Sei Secondary Opportunity Fund$21.7K
NONE · Direct $21.7K · Indirect $0
15
Employee D$19.4K
EMPLOYEE · Direct $19.4K
16
Employee C$19.2K
EMPLOYEE · Direct $19.2K
17
Printing Unlimited$10.5K
NONE · Direct $10.5K
18
Landmark Equity Advisors LLC$0
NONE · Direct $0 · Indirect $0
19
Afl-Cio Housing Investment Trust$0
NONE · Direct $0 · Indirect $0
20
Multi-Employer Property Trust$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250612150902NAL0017097729003 cover?: It is the 2023 Form 5500 filing for Plumbers Union Local No. 12 Pension, reported by Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund (EIN 04-6023174).
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).