Ua Plumbers Local 24 Pension Fund — Form 5500 plan (Plumbers Pension Fund Local 24 Board Of Trustees)
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, Ua Plumbers Local 24 Pension Fund is a benefit plan reported by Plumbers Pension Fund Local 24 Board Of Trustees under EIN 22-6042823 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,727 participants and $198,754,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Pension Fund Local 24 Board Of Trustees
- EIN
- 22-6042823
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,727
- End-of-year plan assets
- $198,754,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,727 | H, C | 20250213173616NAL0012829347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,754,855
- Total liabilities (EOY)
- $74,458
- Net assets (EOY)
- $198,680,397
- Net assets (BOY)
- $188,316,012
Income & contributions
- Employer contributions
- $8,942,964
- Total contributions
- $8,942,964
- Total income / additions
- $25,745,886
Expenses & distributions
- Benefits paid
- $14,060,419
- Administrative expenses
- $1,321,082
- Total expenses
- $15,381,501
- Net increase / (decrease)
- $10,364,385
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I E Shaffer & Co | NONE | $158,704 | not reported in the loaded dataset | 2023 |
| J P Morgan Investment Advisors | NONE | $140,213 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co | NONE | $112,514 | $0 | 2023 |
| Eagle Capital Management | NONE | $102,160 | $0 | 2023 |
| Wcm Investment Management LLC | NONE | $79,030 | $0 | 2023 |
| Crawford Investment Counsel,Inc | NONE | $74,921 | $0 | 2023 |
| Da Gerson, Cpa & Associates | NONE | $62,082 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $60,146 | $0 | 2023 |
| Sage Advisory | NONE | $59,844 | not reported in the loaded dataset | 2023 |
| Weaver C. Barksdale & Associates | NONE | $53,221 | not reported in the loaded dataset | 2023 |
| Basil Castrovinci Associates | NONE | $49,656 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Graystone | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Manning And Napier Advisors | NONE | $32,777 | $0 | 2023 |
| Lindabury,Mccormic,&Estabrook | NONE | $20,337 | not reported in the loaded dataset | 2023 |
| Oransky, Scaraggi, Borg & Abbammont | NONE | $19,250 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $18,452 | $0 | 2023 |
| Zazzali, Fagella, Nowak, Et Al | NONE | $10,092 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Pension Fund Local 24 Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I E Shaffer & Co — Schedule C compensation
- J P Morgan Investment Advisors — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Eagle Capital Management — Schedule C compensation
- Wcm Investment Management LLC — Schedule C compensation
- Crawford Investment Counsel,Inc — Schedule C compensation
- Da Gerson, Cpa & Associates — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Sage Advisory — Schedule C compensation
- Weaver C. Barksdale & Associates — Schedule C compensation
- Basil Castrovinci Associates — Schedule C compensation
- Morgan Stanley Graystone — Schedule C compensation
- Manning And Napier Advisors — Schedule C compensation
- Lindabury,Mccormic,&Estabrook — Schedule C compensation
- Oransky, Scaraggi, Borg & Abbammont — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Zazzali, Fagella, Nowak, Et Al — Schedule C compensation