Plumbers Local 9 Pension Plan — Form 5500 plan (Plumbers Local 9 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 Local 9 Pension Plan is a benefit plan reported by Plumbers Local 9 Pension Fund under EIN 51-0219541 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,856 participants and $282,389,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local 9 Pension Fund
- EIN
- 51-0219541
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,856
- End-of-year plan assets
- $282,389,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,856 | H, C | 20250326141331NAL0015939313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $282,389,152
- Total liabilities (EOY)
- $634,546
- Net assets (EOY)
- $281,754,606
- Net assets (BOY)
- $259,372,981
Income & contributions
- Employer contributions
- $18,950,171
- Total contributions
- $15,353,992
- Total income / additions
- $46,292,739
Expenses & distributions
- Benefits paid
- $21,351,398
- Administrative expenses
- $2,559,716
- Total expenses
- $23,911,114
- Net increase / (decrease)
- $22,381,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Credit Solutions Viiia-2lp | NONE | $769,962 | not reported in the loaded dataset | 2023 |
| Ie Shaffer & Co | NONE | $379,680 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $232,115 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Asset Management | NONE | $188,187 | not reported in the loaded dataset | 2023 |
| Philadelphia Trust Company | NONE | $148,226 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $146,772 | not reported in the loaded dataset | 2023 |
| Gerson & Assoc. Cpas And Advisors | NONE | $71,142 | not reported in the loaded dataset | 2023 |
| Fenimore Asset Management | NONE | $50,778 | not reported in the loaded dataset | 2023 |
| Pellettieri, Rabstein & Altman | NONE | $45,091 | not reported in the loaded dataset | 2023 |
| National Investment Services Inc | NONE | $34,581 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook & C | NONE | $33,767 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors | NONE | $33,406 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $31,130 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management | NONE | $30,985 | not reported in the loaded dataset | 2023 |
| Prudential Retirement & Annuity Co | NONE | $30,929 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $18,137 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $16 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local 9 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Crescent Credit Solutions Viiia-2lp — Schedule C compensation
- Ie Shaffer & Co — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- J.P. Morgan Asset Management — Schedule C compensation
- Philadelphia Trust Company — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Gerson & Assoc. Cpas And Advisors — Schedule C compensation
- Fenimore Asset Management — Schedule C compensation
- Pellettieri, Rabstein & Altman — Schedule C compensation
- National Investment Services Inc — Schedule C compensation
- Lindabury, Mccormick, Estabrook & C — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Eagle Capital Management — Schedule C compensation
- Prudential Retirement & Annuity Co — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation