Plumbers Lu 690 Metal Trades Pension Plan — Form 5500 plan (Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan)
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 Lu 690 Metal Trades Pension Plan is a benefit plan reported by Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan under EIN 23-6442844 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $18,911,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan
- EIN
- 23-6442844
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $18,911,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20241015175627NAL0030558369003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,911,721
- Total liabilities (EOY)
- $58,740
- Net assets (EOY)
- $18,852,981
- Net assets (BOY)
- $17,636,730
Income & contributions
- Employer contributions
- $1,368,607
- Total contributions
- $1,368,607
- Total income / additions
- $3,112,411
Expenses & distributions
- Benefits paid
- $1,379,315
- Administrative expenses
- $516,845
- Total expenses
- $1,896,160
- Net increase / (decrease)
- $1,216,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Mckeogh Company | NONE | $42,140 | not reported in the loaded dataset | 2023 |
| Boyd Watterson State Government Fun | NONE | $41,546 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $36,618 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $21,266 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $19,013 | not reported in the loaded dataset | 2023 |
| Stevens & Lee | NONE | $15,854 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $15,724 | not reported in the loaded dataset | 2023 |
| Plumbers Local Union No. 690 | AFFILIATE | $10,042 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $8,842 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $8,490 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $8,141 | not reported in the loaded dataset | 2023 |
| Capstone Insurance | NONE | $6,586 | $0 | 2023 |
| State Street Global Advisors | NONE | $1,895 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- The Mckeogh Company — Schedule C compensation
- Boyd Watterson State Government Fun — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Stevens & Lee — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Plumbers Local Union No. 690 — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Capstone Insurance — Schedule C compensation
- State Street Global Advisors — Schedule C compensation