2023 Form 5500 filing — Building Trades Pension Plan Of Western Pennsylvania
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 20250718151949NAL0002890112001) for Building Trades Pension Plan Of Western Pennsylvania, reported by Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. under EIN 25-6118878 and plan number 001. It reports 3,928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250718151949NAL0002890112001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan.
- EIN
- 25-6118878
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 3,928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,522,272
- Total liabilities (EOY)
- $249,060
- Net assets (EOY)
- $113,273,212
- Employer contributions
- $4,936,310
- Total income / additions
- $16,771,529
- Benefits paid
- $13,083,481
- Administrative expenses
- $1,208,027
- Total expenses
- $14,291,508
- Net increase / (decrease)
- $2,480,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $206,712 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $108,258 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $102,759 | not reported in the loaded dataset |
| Alliance Capital | NONE | $76,352 | $0 |
| Prudential Financial Ins. Co. Amer. | NONE | $70,591 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $67,044 | not reported in the loaded dataset |
| Cim Investment Management | NONE | $61,990 | $0 |
| Gridiron Partners, LLC | NONE | $59,982 | not reported in the loaded dataset |
| Cowden & Associates | NONE | $54,130 | not reported in the loaded dataset |
| Twin Capital Management | NONE | $49,123 | $0 |
| Andco Consulting, LLC | NONE | $41,500 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $24,014 | $0 |
| Ullico | NONE | $21,859 | $0 |
| Diclaudio & Kramer, LLC | NONE | $20,000 | not reported in the loaded dataset |
| Abm Consulting, LLC | TRUSTEE | $6,000 | not reported in the loaded dataset |