Plumbers & Pipefitters Local 152 Pension Tr Fund — Form 5500 plan (Plumbers & Pipefitters Local 152 Pension Trust 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 152 Pension Tr Fund is a benefit plan reported by Plumbers & Pipefitters Local 152 Pension Trust Fund under EIN 55-6029095 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $78,329,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local 152 Pension Trust Fund
- EIN
- 55-6029095
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $78,329,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20250213163044NAL0045243554002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,329,384
- Total liabilities (EOY)
- $283,916
- Net assets (EOY)
- $78,045,468
- Net assets (BOY)
- $73,290,460
Income & contributions
- Employer contributions
- $3,144,759
- Total contributions
- $3,144,759
- Total income / additions
- $10,165,847
Expenses & distributions
- Benefits paid
- $5,071,349
- Administrative expenses
- $339,490
- Total expenses
- $5,410,839
- Net increase / (decrease)
- $4,755,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning And Napier | NONE | $66,134 | not reported in the loaded dataset | 2023 |
| Chevy Chase - Asb Capital | NONE | $43,352 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $40,378 | not reported in the loaded dataset | 2023 |
| New Tower | NONE | $39,721 | not reported in the loaded dataset | 2023 |
| Cs Mckee | NONE | $38,457 | not reported in the loaded dataset | 2023 |
| Gray, Griffith & Mays Ac | NONE | $18,700 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $18,300 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro & Associates, Inc. | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Huntington Bank | NONE | $13,647 | not reported in the loaded dataset | 2023 |
| Gsa Boyd Watterson | NONE | $12,626 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $8,781 | not reported in the loaded dataset | 2023 |
| United Bank | NONE | $7,530 | not reported in the loaded dataset | 2023 |
| John F. Dascoli, Pllc | NONE | $6,943 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local 152 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Manning And Napier — Schedule C compensation
- Chevy Chase - Asb Capital — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- New Tower — Schedule C compensation
- Cs Mckee — Schedule C compensation
- Gray, Griffith & Mays Ac — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Osborn, Carreiro & Associates, Inc. — Schedule C compensation
- Huntington Bank — Schedule C compensation
- Gsa Boyd Watterson — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- United Bank — Schedule C compensation
- John F. Dascoli, Pllc — Schedule C compensation