Plumbers & Pipefitters Local 172 Pension Fund — Form 5500 plan (Trustees Of Plumbers & Pipefitters Local 172 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, Plumbers & Pipefitters Local 172 Pension Fund is a benefit plan reported by Trustees Of Plumbers & Pipefitters Local 172 Pension Fund under EIN 35-6212986 and plan number 001. The latest loaded filing year is 2023. The filing reports 991 participants and $140,527,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Pipefitters Local 172 Pension Fund
- EIN
- 35-6212986
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 991
- End-of-year plan assets
- $140,527,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 991 | H, C | 20241213185503NAL0014032785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,527,556
- Total liabilities (EOY)
- $200,190
- Net assets (EOY)
- $140,327,366
- Net assets (BOY)
- $123,393,366
Income & contributions
- Employer contributions
- $8,891,318
- Total contributions
- $8,891,318
- Total income / additions
- $27,952,154
Expenses & distributions
- Benefits paid
- $10,438,488
- Administrative expenses
- $579,666
- Total expenses
- $11,018,154
- Net increase / (decrease)
- $16,934,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Capital Inv. Advisors | NONE | $172,034 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $52,732 | not reported in the loaded dataset | 2023 |
| Clarion Lions Industrial Properties | NONE | $43,028 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $39,644 | not reported in the loaded dataset | 2023 |
| Clarion Lion Properties Fund Lp | NONE | $39,284 | not reported in the loaded dataset | 2023 |
| Tic Midwest Admin Solutions | NONE | $38,888 | not reported in the loaded dataset | 2023 |
| Hunt Insurance Agency | NONE | $29,813 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $27,301 | not reported in the loaded dataset | 2023 |
| Johnson & Krol LLC | NONE | $24,495 | not reported in the loaded dataset | 2023 |
| Ted Windsor & Associates | NONE | $21,425 | not reported in the loaded dataset | 2023 |
| Benefits Management Group Inc. | NONE | $19,340 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $18,205 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Pipefitters Local 172 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Strategic Capital Inv. Advisors — Schedule C compensation
- National Investment Services — Schedule C compensation
- Clarion Lions Industrial Properties — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Clarion Lion Properties Fund Lp — Schedule C compensation
- Tic Midwest Admin Solutions — Schedule C compensation
- Hunt Insurance Agency — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Johnson & Krol LLC — Schedule C compensation
- Ted Windsor & Associates — Schedule C compensation
- Benefits Management Group Inc. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation