Plumbers & Steamfitters Local 248- Pension Trust Plan — Form 5500 plan (Trustees Of Plumbers & Steamfitter Pension Trust 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, Plumbers & Steamfitters Local 248- Pension Trust Plan is a benefit plan reported by Trustees Of Plumbers & Steamfitter Pension Trust Fund under EIN 31-1017514 and plan number 001. The latest loaded filing year is 2023. The filing reports 655 participants and $79,507,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Steamfitter Pension Trust Fund
- EIN
- 31-1017514
- Plan number
- 001
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 655
- End-of-year plan assets
- $79,507,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 655 | H, C | 20250115091508NAL0021538081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,507,731
- Total liabilities (EOY)
- $73,317
- Net assets (EOY)
- $79,434,414
- Net assets (BOY)
- $71,074,335
Income & contributions
- Employer contributions
- $4,579,791
- Total contributions
- $4,579,791
- Total income / additions
- $14,530,360
Expenses & distributions
- Benefits paid
- $5,780,967
- Administrative expenses
- $389,314
- Total expenses
- $6,170,281
- Net increase / (decrease)
- $8,360,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zacks Investment Management | INVESTMENT MANAGER | $59,093 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors Inc | INVESTMENT MANAGER | $55,078 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT CONSULTANT | $40,000 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $33,513 | not reported in the loaded dataset | 2023 |
| Melissa Logan | FUND EMPLOYEE | $30,067 | not reported in the loaded dataset | 2023 |
| Peoples Bank | CUSTODIAN | $24,548 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | ATTORNEY | $16,429 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | INVESTMENT MANAGER | $12,983 | not reported in the loaded dataset | 2023 |
| Osborn Carreiro & Associates | ACTUARY | $9,400 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $9,019 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Steamfitter Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Zacks Investment Management — Schedule C compensation
- Manning & Napier Advisors Inc — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Umr — Schedule C compensation
- Melissa Logan — Schedule C compensation
- Peoples Bank — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Osborn Carreiro & Associates — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation