Steamfitters Local #449 Pension Plan — Form 5500 plan (Board Of Trustees Steamfitters Local #449 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, Steamfitters Local #449 Pension Plan is a benefit plan reported by Board Of Trustees Steamfitters Local #449 Pension Fund under EIN 25-6032401 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,222 participants and $436,369,078 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$435.3MPlan net assets, end of year$435,298,027
Participants3.2KCovered participants reported3,222
Assets / participant$135.4KComputed: assets ÷ participants$135,434 (computed)
Provider compensation$2M20 Schedule C provider row(s)$2,049,919
- Plan sponsor
- Board Of Trustees Steamfitters Local #449 Pension Fund
- EIN
- 25-6032401
- Plan number
- 001
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
How to read this plan profile
- Net assets = total assets minus total liabilities, end of year (Schedule H/I).
- Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
- Schedule chips (Sch H / I / C) show which schedules each filing includes.
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$436.4M total assets
Net assets$435.3MLiabilities$1.1M
Full reported line items
Net assets
- Total assets (EOY)
- $436,369,078
- Total liabilities (EOY)
- $1,071,051
- Net assets (EOY)
- $435,298,027
- Net assets (BOY)
- $386,259,225
Income & contributions
- Employer contributions
- $28,068,950
- Total contributions
- $28,068,950
- Total income / additions
- $85,220,126
Expenses & distributions
- Benefits paid
- $33,945,932
- Administrative expenses
- $2,235,392
- Total expenses
- $36,181,324
- Net increase / (decrease)
- $49,038,802
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- 20
Frequently asked questions
- Who sponsors the Steamfitters Local #449 Pension Plan?
- Steamfitters Local #449 Pension Plan is reported as sponsored by Board Of Trustees Steamfitters Local #449 Pension Fund (EIN 25-6032401, plan number 001) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for Steamfitters Local #449 Pension Plan?
- The latest Form 5500 filing year loaded for Steamfitters Local #449 Pension Plan is 2023.
- How many participants does Steamfitters Local #449 Pension Plan report?
- Steamfitters Local #449 Pension Plan reports 3,222 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for Steamfitters Local #449 Pension Plan?
- Steamfitters Local #449 Pension Plan reports $436,369,078 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters Local #449 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
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