Pipefitters Union Local No. 537 Pension Fund — Form 5500 plan (Pipe & Refrigeration Fitters Local 537)
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, Pipefitters Union Local No. 537 Pension Fund is a benefit plan reported by Pipe & Refrigeration Fitters Local 537 under EIN 51-6030859 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,663 participants and $901,736,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipe & Refrigeration Fitters Local 537
- EIN
- 51-6030859
- Plan number
- 001
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 3,663
- End-of-year plan assets
- $901,736,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,663 | H, C | 20241216141632NAL0001525681004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $901,736,197
- Total liabilities (EOY)
- $26,590,240
- Net assets (EOY)
- $875,145,957
- Net assets (BOY)
- $793,638,876
Income & contributions
- Employer contributions
- $53,634,998
- Total contributions
- $53,634,998
- Total income / additions
- $139,645,770
Expenses & distributions
- Benefits paid
- $54,113,656
- Administrative expenses
- $4,025,033
- Total expenses
- $58,138,689
- Net increase / (decrease)
- $81,507,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Trust | NONE | $1,011,497 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management, LLC | NONE | $305,819 | not reported in the loaded dataset | 2023 |
| Bny Mellon Inv Mngmt Cayman Ltd | NONE | $282,099 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $198,302 | not reported in the loaded dataset | 2023 |
| Titanium | NONE | $196,724 | not reported in the loaded dataset | 2023 |
| Mesirow | NONE | $152,631 | not reported in the loaded dataset | 2023 |
| Abs Investment Management | NONE | $138,323 | not reported in the loaded dataset | 2023 |
| Intercontinental | NONE | $132,010 | not reported in the loaded dataset | 2023 |
| Alcentra | NONE | $131,285 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Equity Fund | NONE | $109,690 | not reported in the loaded dataset | 2023 |
| 400 Capital Management LLC | NONE | $104,234 | not reported in the loaded dataset | 2023 |
| Siguler Guff | NONE | $102,781 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $99,797 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $97,230 | not reported in the loaded dataset | 2023 |
| Davidson Kempner Capital Management | NONE | $88,978 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $86,500 | not reported in the loaded dataset | 2023 |
| Bridgeway Technologies | NONE | $82,245 | not reported in the loaded dataset | 2023 |
| Frontenac Xi Private Capital | NONE | $80,961 | not reported in the loaded dataset | 2023 |
| Grosvenor Capital Management Lp | NONE | $77,832 | not reported in the loaded dataset | 2023 |
| Select Equity Group, Lp | NONE | $77,378 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Capital Advisors | NONE | $73,253 | not reported in the loaded dataset | 2023 |
| Dover Street X Feeder Fund Lp | NONE | $71,953 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $61,809 | not reported in the loaded dataset | 2023 |
| Bpea Strategic Healthcare Lp | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Employee F | EMPLOYEE | $58,404 | not reported in the loaded dataset | 2023 |
| Terracap Partners Iv Lp | NONE | $51,586 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $50,349 | not reported in the loaded dataset | 2023 |
| Krakow & Souris | NONE | $43,733 | not reported in the loaded dataset | 2023 |
| Crescent Capital Collective Inv | NONE | $43,292 | not reported in the loaded dataset | 2023 |
| Westport Capital Partners | NONE | $40,770 | not reported in the loaded dataset | 2023 |
| Dover Street Ix Cayman Fund L.P. | NONE | $34,880 | not reported in the loaded dataset | 2023 |
| Entrust | NONE | $33,053 | not reported in the loaded dataset | 2023 |
| Employee G | EMPLOYEE | $27,437 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $27,262 | not reported in the loaded dataset | 2023 |
| Northgate | NONE | $21,600 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $19,817 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $19,470 | not reported in the loaded dataset | 2023 |
| Renaissance Institutional Equities | NONE | $18,526 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $15,365 | not reported in the loaded dataset | 2023 |
| Network Coverage LLC | NONE | $13,235 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $12,380 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management | NONE | $9,159 | not reported in the loaded dataset | 2023 |
| Schroder Investment Management | NONE | $8,608 | not reported in the loaded dataset | 2023 |
| Quadient | NONE | $7,380 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $6,294 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipe & Refrigeration Fitters Local 537
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dorchester, MA
- Boston Trust — Schedule C compensation
- Ziegler Capital Management, LLC — Schedule C compensation
- Bny Mellon Inv Mngmt Cayman Ltd — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Titanium — Schedule C compensation
- Mesirow — Schedule C compensation
- Abs Investment Management — Schedule C compensation
- Intercontinental — Schedule C compensation
- Alcentra — Schedule C compensation
- Boston Partners Global Equity Fund — Schedule C compensation
- 400 Capital Management LLC — Schedule C compensation
- Siguler Guff — Schedule C compensation
- Ullico — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Davidson Kempner Capital Management — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Bridgeway Technologies — Schedule C compensation
- Frontenac Xi Private Capital — Schedule C compensation
- Grosvenor Capital Management Lp — Schedule C compensation
- Select Equity Group, Lp — Schedule C compensation
- Kayne Anderson Capital Advisors — Schedule C compensation
- Dover Street X Feeder Fund Lp — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Bpea Strategic Healthcare Lp — Schedule C compensation
- Employee F — Schedule C compensation
- Terracap Partners Iv Lp — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Krakow & Souris — Schedule C compensation
- Crescent Capital Collective Inv — Schedule C compensation
- Westport Capital Partners — Schedule C compensation
- Dover Street Ix Cayman Fund L.P. — Schedule C compensation
- Entrust — Schedule C compensation
- Employee G — Schedule C compensation
- Employee E — Schedule C compensation
- Northgate — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Employee D — Schedule C compensation
- Renaissance Institutional Equities — Schedule C compensation
- Employee B — Schedule C compensation
- Network Coverage LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Richmond Capital Management — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- Quadient — Schedule C compensation
- Employee C — Schedule C compensation