Pension Plan Of Steamfitters Pension Fund 475 — Form 5500 plan (Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475)
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 Plan Of Steamfitters Pension Fund 475 is a benefit plan reported by Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 under EIN 22-6029738 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,040 participants and $182,097,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475
- EIN
- 22-6029738
- Plan number
- 001
- Plan type
- 1
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 1,040
- End-of-year plan assets
- $182,097,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,040 | H, C | 20241014161919NAL0054393826002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $182,097,679
- Total liabilities (EOY)
- $71,966
- Net assets (EOY)
- $182,025,713
- Net assets (BOY)
- $165,801,141
Income & contributions
- Employer contributions
- $9,440,789
- Total contributions
- $9,440,789
- Total income / additions
- $31,041,049
Expenses & distributions
- Benefits paid
- $13,638,013
- Administrative expenses
- $1,178,464
- Total expenses
- $14,816,477
- Net increase / (decrease)
- $16,224,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Capital Group Lp | INVESTMENT MANAGEMENT | $168,564 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | INVESTMENT MANAGEMENT | $113,943 | not reported in the loaded dataset | 2023 |
| Constitution Capital Partners | INVESTMENT MANAGEMENT | $84,987 | not reported in the loaded dataset | 2023 |
| Fenimore Asset Management, Inc. | INVESTMENT MANAGEMENT | $54,963 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | INVESTMENT MANAGEMENT | $53,406 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments | INVESTMENT MANAGEMENT | $51,773 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | INVESTMENT MANAGEMENT | $44,126 | $0 | 2023 |
| Bolton Partners Inc | ACTUARIAL CONSULTANT | $41,000 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | INVESTMENT ADVISORY | $34,892 | not reported in the loaded dataset | 2023 |
| Mspc Cpa'S And Advisors, P.C. | IQPA | $32,711 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | INVESTMENT MANAGEMENT | $23,277 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook | ATTORNEY | $14,449 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $13,349 | $0 | 2023 |
| Larry Magarik, Esq | ATTORNEY | $7,340 | not reported in the loaded dataset | 2023 |
| Willmington Trust | INVESTMENT MANAGEMENT | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Warren, NJ
- Crescent Capital Group Lp — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Constitution Capital Partners — Schedule C compensation
- Fenimore Asset Management, Inc. — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Bolton Partners Inc — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Mspc Cpa'S And Advisors, P.C. — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Lindabury, Mccormick, Estabrook — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Larry Magarik, Esq — Schedule C compensation
- Willmington Trust — Schedule C compensation