Heating, Piping And Refrigeration Pension Fd Pension Fund — Form 5500 plan (Bd Of Tees Heating, Piping & Refrigeration 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, Heating, Piping And Refrigeration Pension Fd Pension Fund is a benefit plan reported by Bd Of Tees Heating, Piping & Refrigeration Pension Fund under EIN 52-1058013 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,525 participants and $1,227,468,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Heating, Piping & Refrigeration Pension Fund
- EIN
- 52-1058013
- Plan number
- 001
- Plan type
- 1
- Location
- Capitol Heights, MD
- Latest filing year
- 2023
- Participants
- 6,525
- End-of-year plan assets
- $1,227,468,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,525 | H, C | 20250615135506NAL0000133331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,227,468,033
- Total liabilities (EOY)
- $1,820,501
- Net assets (EOY)
- $1,225,647,532
- Net assets (BOY)
- $1,075,028,984
Income & contributions
- Employer contributions
- $61,860,167
- Total contributions
- $61,860,167
- Total income / additions
- $206,111,612
Expenses & distributions
- Benefits paid
- $48,187,055
- Administrative expenses
- $7,306,009
- Total expenses
- $55,493,064
- Net increase / (decrease)
- $150,618,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wcm Investment Management, LLC | SERVICE PROVIDER | $621,157 | $0 | 2023 |
| Loomis Sayles And Company | SERVICE PROVIDER | $593,543 | $0 | 2023 |
| Wedge Capital Management | SERVICE PROVIDER | $489,229 | $0 | 2023 |
| Crescent Credit Solutions Viiia-2 | SERVICE PROVIDER | $477,037 | $0 | 2023 |
| Crescent Mezzanine Partners Viib | SERVICE PROVIDER | $427,173 | $0 | 2023 |
| National Investment Services | SERVICE PROVIDER | $423,467 | $0 | 2023 |
| Blue Owl Gpsc Advisors LLC | SERVICE PROVIDER | $371,763 | $0 | 2023 |
| Chevy Chase Trust | SERVICE PROVIDER | $336,327 | $0 | 2023 |
| Hamilton Lane Strategic Opp 2018 Gp | SERVICE PROVIDER | $326,734 | $0 | 2023 |
| Jp Morgan Chase Bank, Ntl Assoc | SERVICE PROVIDER | $316,460 | $0 | 2023 |
| Nb Alternatives Advisors LLC | SERVICE PROVIDER | $277,678 | $0 | 2023 |
| Shenkman Capital Management | SERVICE PROVIDER | $262,773 | $0 | 2023 |
| Systematic Financial Management | SERVICE PROVIDER | $251,840 | $0 | 2023 |
| Eagle Asset Management | SERVICE PROVIDER | $227,371 | $0 | 2023 |
| Wpas, Inc. | SERVICE PROVIDER | $215,804 | $0 | 2023 |
| Western Asset Management Company | SERVICE PROVIDER | $205,298 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | SERVICE PROVIDER | $192,090 | $0 | 2023 |
| Blackstone Real Estate | SERVICE PROVIDER | $181,886 | $0 | 2023 |
| Sit Fixed Income Advisors Ii, LLC | SERVICE PROVIDER | $177,359 | $0 | 2023 |
| The Segal Company, Inc | SERVICE PROVIDER | $168,456 | $0 | 2023 |
| O'Donoghue And O'Donoghue, Llp | SERVICE PROVIDER | $112,661 | $0 | 2023 |
| Zenith American Solutions | SERVICE PROVIDER | $89,724 | $0 | 2023 |
| M&T Bank | SERVICE PROVIDER | $74,915 | $0 | 2023 |
| Segal Select Insurance Services Inc | SERVICE PROVIDER | $57,077 | $0 | 2023 |
| Sarfino And Rhoades, Llp | SERVICE PROVIDER | $44,220 | $0 | 2023 |
| Crescent Mezzanine Partners Vib | SERVICE PROVIDER | $23,769 | $0 | 2023 |
| Amalgamated Bank | SERVICE PROVIDER | $13,336 | $0 | 2023 |
| Novak Francella, LLC | SERVICE PROVIDER | $12,478 | $0 | 2023 |
| Pennantpark Investment Advisors | SERVICE PROVIDER | $9,380 | $0 | 2023 |
| Pacific Investment Management Comp | SERVICE PROVIDER | $2,636 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Heating, Piping & Refrigeration Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Capitol Heights, MD
- Wcm Investment Management, LLC — Schedule C compensation
- Loomis Sayles And Company — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Crescent Credit Solutions Viiia-2 — Schedule C compensation
- Crescent Mezzanine Partners Viib — Schedule C compensation
- National Investment Services — Schedule C compensation
- Blue Owl Gpsc Advisors LLC — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Hamilton Lane Strategic Opp 2018 Gp — Schedule C compensation
- Jp Morgan Chase Bank, Ntl Assoc — Schedule C compensation
- Nb Alternatives Advisors LLC — Schedule C compensation
- Shenkman Capital Management — Schedule C compensation
- Systematic Financial Management — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Wpas, Inc. — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Blackstone Real Estate — Schedule C compensation
- Sit Fixed Income Advisors Ii, LLC — Schedule C compensation
- The Segal Company, Inc — Schedule C compensation
- O'Donoghue And O'Donoghue, Llp — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- M&T Bank — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Sarfino And Rhoades, Llp — Schedule C compensation
- Crescent Mezzanine Partners Vib — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Pennantpark Investment Advisors — Schedule C compensation
- Pacific Investment Management Comp — Schedule C compensation