Plumbers & Steamfitters Pension Fund Local Union 373 — Form 5500 plan (Board Of Trustees Local Union 373 U.A. 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 & Steamfitters Pension Fund Local Union 373 is a benefit plan reported by Board Of Trustees Local Union 373 U.A. Pension Fund under EIN 13-1758289 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $68,180,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local Union 373 U.A. Pension Fund
- EIN
- 13-1758289
- Plan number
- 001
- Plan type
- 1
- Location
- Mountainville, NY
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $68,180,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241008152055NAL0009830627002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,180,069
- Total liabilities (EOY)
- $3,538,682
- Net assets (EOY)
- $64,641,387
- Net assets (BOY)
- $54,422,353
Income & contributions
- Employer contributions
- $5,603,194
- Total contributions
- $5,603,194
- Total income / additions
- $15,349,995
Expenses & distributions
- Benefits paid
- $4,601,388
- Administrative expenses
- $529,573
- Total expenses
- $5,130,961
- Net increase / (decrease)
- $10,219,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Partners | NONE | $112,868 | not reported in the loaded dataset | 2023 |
| Lord Abbet & Co | NONE | $63,372 | not reported in the loaded dataset | 2023 |
| Willmington Trust | NONE | $56,249 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast Inc. | NONE | $39,900 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $39,737 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants & | NONE | $31,100 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Service LLC | NONE | $19,800 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | NONE | $16,980 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local Union 373 U.A. Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mountainville, NY
- Boston Partners — Schedule C compensation
- Lord Abbet & Co — Schedule C compensation
- Willmington Trust — Schedule C compensation
- Bolton Partners Northeast Inc. — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Mspc Certified Public Accountants & — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Summit Actuarial Service LLC — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation