Plumbers & Steamfitters Local 150 Pension Fund — Form 5500 plan (Plumbers & Steamfitters Local 150 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 & Steamfitters Local 150 Pension Fund is a benefit plan reported by Plumbers & Steamfitters Local 150 Pension Fund under EIN 58-6116699 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,393 participants and $155,944,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 150 Pension Fund
- EIN
- 58-6116699
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,393
- End-of-year plan assets
- $155,944,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,393 | H, C | 20241013230008NAL0014366755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,944,284
- Total liabilities (EOY)
- $138,038
- Net assets (EOY)
- $155,806,246
- Net assets (BOY)
- $141,438,268
Income & contributions
- Employer contributions
- $7,162,622
- Total contributions
- $7,162,622
- Total income / additions
- $23,709,680
Expenses & distributions
- Benefits paid
- $8,429,473
- Administrative expenses
- $912,229
- Total expenses
- $9,341,702
- Net increase / (decrease)
- $14,367,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $215,256 | $0 | 2023 |
| Western Asset Management | NONE | $108,663 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $73,067 | not reported in the loaded dataset | 2023 |
| Newtower Trust | NONE | $0 | $61,611 | 2023 |
| Horizon Actuarial Services LLC | NONE | $54,350 | not reported in the loaded dataset | 2023 |
| Rothschild Asset Management | NONE | $46,230 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $45,871 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | $43,044 | not reported in the loaded dataset | 2023 |
| Lazard Management | NONE | $32,981 | not reported in the loaded dataset | 2023 |
| Thornburg Investment Management | NONE | $29,874 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $21,900 | not reported in the loaded dataset | 2023 |
| Janus Henderson Investors | NONE | $15,017 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick | NONE | $13,577 | not reported in the loaded dataset | 2023 |
| D F Dent & Company | NONE | $11,853 | not reported in the loaded dataset | 2023 |
| Thompson Siegel & Walmsley LLC | NONE | $11,042 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $7,112 | not reported in the loaded dataset | 2023 |
| Mutual And Exchange Traded Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 150 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Morgan Stanley — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Newtower Trust — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Rothschild Asset Management — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation
- Lazard Management — Schedule C compensation
- Thornburg Investment Management — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Janus Henderson Investors — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation
- D F Dent & Company — Schedule C compensation
- Thompson Siegel & Walmsley LLC — Schedule C compensation
- Regions Bank — Schedule C compensation
- Mutual And Exchange Traded Funds — Schedule C compensation