Plasterers' Local 8 Pension Fund — Form 5500 plan (Trustees Of Plasterers' Local 8 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, Plasterers' Local 8 Pension Fund is a benefit plan reported by Trustees Of Plasterers' Local 8 Pension Fund under EIN 23-2652951 and plan number 002. The latest loaded filing year is 2023. The filing reports 327 participants and $28,331,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plasterers' Local 8 Pension Fund
- EIN
- 23-2652951
- Plan number
- 002
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $28,331,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20250213113836NAL0012491459003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,331,544
- Total liabilities (EOY)
- $92,843
- Net assets (EOY)
- $28,238,701
- Net assets (BOY)
- $26,645,926
Income & contributions
- Employer contributions
- $1,535,439
- Total contributions
- $1,535,439
- Total income / additions
- $3,694,181
Expenses & distributions
- Benefits paid
- $1,737,172
- Administrative expenses
- $364,234
- Total expenses
- $2,101,406
- Net increase / (decrease)
- $1,592,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Performance Services LLC | NONE | $62,500 | not reported in the loaded dataset | 2023 |
| Joe Moskauski | EMPLOYEE | $0 | $62,233 | 2023 |
| Chevy Chase Trust Company | NONE | $46,990 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $32,429 | not reported in the loaded dataset | 2023 |
| Rae Group LLC | NONE | $27,333 | not reported in the loaded dataset | 2023 |
| Joann Procopio | EMPLOYEE | $0 | $25,308 | 2023 |
| Bridgeway Benefit Technologies | NONE | $16,978 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill LLC | NONE | $15,820 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $12,746 | $0 | 2023 |
| Hardman Johnston Global Advisors | NONE | $12,143 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | NONE | $8,766 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan, Pc | NONE | $8,404 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plasterers' Local 8 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Investment Performance Services LLC — Schedule C compensation
- Joe Moskauski — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Rae Group LLC — Schedule C compensation
- Joann Procopio — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Segall Bryant & Hamill LLC — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Susanin Widman & Brennan, Pc — Schedule C compensation