Pension Fund Of Local Union No. 274 — Form 5500 plan (Plumbing & Pipefitting Ind Afl)

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, Pension Fund Of Local Union No. 274 is a benefit plan reported by Plumbing & Pipefitting Ind Afl under EIN 22-1665268 and plan number 001. The latest loaded filing year is 2023. The filing reports 884 participants and $176,977,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plumbing & Pipefitting Ind Afl
EIN
22-1665268
Plan number
001
Plan type
1
Location
Parsippany, NJ
Latest filing year
2023
Participants
884
End-of-year plan assets
$176,977,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023884H, C20241011080201NAL0022379041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$176,977,247
Total liabilities (EOY)
$113,392
Net assets (EOY)
$176,863,855
Net assets (BOY)
$164,702,818

Income & contributions

Employer contributions
$4,773,340
Total contributions
$4,773,340
Total income / additions
$27,440,379

Expenses & distributions

Benefits paid
$12,846,411
Administrative expenses
$2,432,931
Total expenses
$15,279,342
Net increase / (decrease)
$12,161,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Crescent CapitalNONE$792,980not reported in the loaded dataset2023
Boyd Watterson Gsa FundNONE$186,100not reported in the loaded dataset2023
Basil Castrovinci Associates IncNONE$157,911not reported in the loaded dataset2023
Ironsides Co-Investment Fund ViNONE$130,793not reported in the loaded dataset2023
Columbia ThreadneedleNONE$120,492not reported in the loaded dataset2023
Rbc Global Asset Management IncNONE$108,898not reported in the loaded dataset2023
Ullico Infrastructure FundNONE$106,950not reported in the loaded dataset2023
Ironsides Partnership Fund ViNONE$97,878not reported in the loaded dataset2023
Karpus Investment ManagementNONE$62,995not reported in the loaded dataset2023
David A Gerson Cpa & Assoc PcNONE$55,535not reported in the loaded dataset2023
Grosvenor Capital ManagementNONE$52,439not reported in the loaded dataset2023
Basil Castrovinci AssociatesNONE$50,336not reported in the loaded dataset2023
Ironsides Opportunities Fund IiNONE$34,080not reported in the loaded dataset2023
Union InsNONE$25,387not reported in the loaded dataset2023
Timothy R Hott PcNONE$20,205not reported in the loaded dataset2023
Reynolds ConsultingNONE$18,964not reported in the loaded dataset2023
Lindabury Mccormick & EstabrookNONE$18,000not reported in the loaded dataset2023
Amalgamated BankNONE$17,427not reported in the loaded dataset2023
State StreetNONE$16,445not reported in the loaded dataset2023

Related Form 5500 pages