Plumbers And Steamfitters Local 486 Pension Fund — Form 5500 plan (Plumbers And Steamfitters 486 Pension Fund Board Of Trustees)
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 And Steamfitters Local 486 Pension Fund is a benefit plan reported by Plumbers And Steamfitters 486 Pension Fund Board Of Trustees under EIN 52-6124449 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,069 participants and $349,984,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters 486 Pension Fund Board Of Trustees
- EIN
- 52-6124449
- Plan number
- 001
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 3,069
- End-of-year plan assets
- $349,984,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,069 | H, C | 20241202095218NAL0000925171003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $349,984,582
- Total liabilities (EOY)
- $221,791
- Net assets (EOY)
- $349,762,791
- Net assets (BOY)
- $328,534,750
Income & contributions
- Employer contributions
- $20,422,577
- Total contributions
- $20,422,577
- Total income / additions
- $43,621,955
Expenses & distributions
- Benefits paid
- $19,980,137
- Administrative expenses
- $2,413,777
- Total expenses
- $22,393,914
- Net increase / (decrease)
- $21,228,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grosvenor Capital Management Lp | NONE | $282,785 | $0 | 2023 |
| Investment Performance Services | NONE | $210,000 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Managment LLC | NONE | $206,460 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $182,377 | not reported in the loaded dataset | 2023 |
| Benefits Administration Corporation | NONE | $173,415 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $154,090 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $143,965 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $101,981 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato | NONE | $73,188 | not reported in the loaded dataset | 2023 |
| Hardman Johnson Global Advisors | NONE | $58,576 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook & C | NONE | $53,055 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $43,666 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $42,387 | not reported in the loaded dataset | 2023 |
| Fred Alger & Company | NONE | $40,383 | $0 | 2023 |
| Calibre Cpa Group | NONE | $25,375 | not reported in the loaded dataset | 2023 |
| Mark Jackman | UNION TRUSTEE | $22,030 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $14,631 | $0 | 2023 |
| Joel Meredith | MANAGEMENT TRUSTEE | $12,067 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, National Assoc | NONE | $9,519 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | NONE | $8,705 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $5,361 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters 486 Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Grosvenor Capital Management Lp — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Boyd Watterson Asset Managment LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Benefits Administration Corporation — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Abato, Rubenstein & Abato — Schedule C compensation
- Hardman Johnson Global Advisors — Schedule C compensation
- Lindabury, Mccormick, Estabrook & C — Schedule C compensation
- The Segal Company — Schedule C compensation
- Ullico — Schedule C compensation
- Fred Alger & Company — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Mark Jackman — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Joel Meredith — Schedule C compensation
- Jpmorgan Chase Bank, National Assoc — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation