Plumbers Union Local No. 12 Pension — Form 5500 plan (Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund)
Plain-English plan 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, Plumbers Union Local No. 12 Pension is a benefit plan reported by Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund under EIN 04-6023174 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,901 participants and $389,585,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund
- EIN
- 04-6023174
- Plan number
- 001
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,901
- End-of-year plan assets
- $389,585,417
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,901 | H, C | 20250612150902NAL0017097729003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $389,585,417
- Total liabilities (EOY)
- $485,780
- Net assets (EOY)
- $389,099,637
- Net assets (BOY)
- $345,533,466
Income & contributions
- Employer contributions
- $24,563,903
- Total contributions
- $24,563,903
- Total income / additions
- $68,696,356
Expenses & distributions
- Benefits paid
- $23,667,134
- Administrative expenses
- $1,463,051
- Total expenses
- $25,130,185
- Net increase / (decrease)
- $43,566,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei | NONE | $1,074,148 | not reported in the loaded dataset | 2023 |
| Sei Structrued Credit Collective Fd | NONE | $375,177 | not reported in the loaded dataset | 2023 |
| Asb Allegiance Real Estate Fund | NONE | $153,145 | not reported in the loaded dataset | 2023 |
| Sei Global Private Assets Vi Fund | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Sei Global Private Assets V Fund | NONE | $88,693 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $84,961 | not reported in the loaded dataset | 2023 |
| Manzi & Associates | NONE | $54,644 | not reported in the loaded dataset | 2023 |
| Robert Cheverie | NONE | $53,911 | not reported in the loaded dataset | 2023 |
| Employee A | EMPLOYEE | $51,941 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $44,656 | not reported in the loaded dataset | 2023 |
| Cbiz Savitz | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Mariner Institutional LLC | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $27,085 | not reported in the loaded dataset | 2023 |
| Sei Secondary Opportunity Fund | NONE | $21,672 | $0 | 2023 |
| Employee D | EMPLOYEE | $19,416 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $19,233 | not reported in the loaded dataset | 2023 |
| Printing Unlimited | NONE | $10,537 | not reported in the loaded dataset | 2023 |
| Landmark Equity Advisors LLC | NONE | $0 | $0 | 2023 |
| Afl-Cio Housing Investment Trust | NONE | $0 | $0 | 2023 |
| Multi-Employer Property Trust | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Sei — Schedule C compensation
- Sei Structrued Credit Collective Fd — Schedule C compensation
- Asb Allegiance Real Estate Fund — Schedule C compensation
- Sei Global Private Assets Vi Fund — Schedule C compensation
- Sei Global Private Assets V Fund — Schedule C compensation
- Employee E — Schedule C compensation
- Manzi & Associates — Schedule C compensation
- Robert Cheverie — Schedule C compensation
- Employee A — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Cbiz Savitz — Schedule C compensation
- Mariner Institutional LLC — Schedule C compensation
- Employee B — Schedule C compensation
- Sei Secondary Opportunity Fund — Schedule C compensation
- Employee D — Schedule C compensation
- Employee C — Schedule C compensation
- Printing Unlimited — Schedule C compensation
- Landmark Equity Advisors LLC — Schedule C compensation
- Afl-Cio Housing Investment Trust — Schedule C compensation
- Multi-Employer Property Trust — Schedule C compensation