Plumbers & Pipefitters Local Union No. 74 Pension Fund — Form 5500 plan (Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 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 Union No. 74 Pension Fund is a benefit plan reported by Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund under EIN 51-6015925 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,123 participants and $171,121,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund
- EIN
- 51-6015925
- Plan number
- 001
- Plan type
- 1
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 1,123
- End-of-year plan assets
- $171,121,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,123 | H, C | 20241010143008NAL0021250321002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,121,469
- Total liabilities (EOY)
- $142,076
- Net assets (EOY)
- $170,979,393
- Net assets (BOY)
- $154,626,141
Income & contributions
- Employer contributions
- $13,910,791
- Total contributions
- $13,910,791
- Total income / additions
- $31,975,047
Expenses & distributions
- Benefits paid
- $14,700,503
- Administrative expenses
- $921,292
- Total expenses
- $15,621,795
- Net increase / (decrease)
- $16,353,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $87,816 | not reported in the loaded dataset | 2023 |
| Cbiz Inc | NONE | $67,750 | not reported in the loaded dataset | 2023 |
| Smith Barney | NONE | $62,662 | not reported in the loaded dataset | 2023 |
| Young Conaway Stargatt Taylor | NONE | $58,106 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services Ltd | NONE | $50,059 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $46,292 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $44,774 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $31,280 | not reported in the loaded dataset | 2023 |
| Whisman Giordano & Associates LLC | NONE | $30,306 | not reported in the loaded dataset | 2023 |
| Jennings Sigmond Pc | NONE | $26,924 | not reported in the loaded dataset | 2023 |
| Holroyd Gelman, P.C. | NONE | $24,881 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $21,994 | not reported in the loaded dataset | 2023 |
| J P Morgan Chase | NONE | $17,804 | not reported in the loaded dataset | 2023 |
| Novak Francella | NONE | $10,073 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates Inc | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Zenith American Solutions — Schedule C compensation
- Cbiz Inc — Schedule C compensation
- Smith Barney — Schedule C compensation
- Young Conaway Stargatt Taylor — Schedule C compensation
- Sage Advisory Services Ltd — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Northern Trust — Schedule C compensation
- Whisman Giordano & Associates LLC — Schedule C compensation
- Jennings Sigmond Pc — Schedule C compensation
- Holroyd Gelman, P.C. — Schedule C compensation
- Pnc Bank — Schedule C compensation
- J P Morgan Chase — Schedule C compensation
- Novak Francella — Schedule C compensation
- Stacey Braun Associates Inc — Schedule C compensation