Plumbers & Steamfitters Local No. 452 Pension Trust Fund — Form 5500 plan (Board Of Trustees-Plumbers Local 452 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 & Steamfitters Local No. 452 Pension Trust Fund is a benefit plan reported by Board Of Trustees-Plumbers Local 452 Pension Trust Fund under EIN 61-6037176 and plan number 001. The latest loaded filing year is 2023. The filing reports 731 participants and $76,964,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Plumbers Local 452 Pension Trust Fund
- EIN
- 61-6037176
- Plan number
- 001
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 731
- End-of-year plan assets
- $76,964,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 731 | H, C | 20250415104507NAL0001438419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,964,899
- Total liabilities (EOY)
- $105,342
- Net assets (EOY)
- $76,859,557
- Net assets (BOY)
- $67,627,289
Income & contributions
- Employer contributions
- $5,600,909
- Total contributions
- $5,600,909
- Total income / additions
- $14,015,660
Expenses & distributions
- Benefits paid
- $4,490,351
- Administrative expenses
- $293,041
- Total expenses
- $4,783,392
- Net increase / (decrease)
- $9,232,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Capital Partners LLC | INVESTMENT CONSULTING | $56,500 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATION | $34,894 | not reported in the loaded dataset | 2023 |
| National Investment Services | INVESTMENT MANAGER | $26,472 | not reported in the loaded dataset | 2023 |
| Stockbridge | INVESTMENT MANAGEMENT | $26,394 | not reported in the loaded dataset | 2023 |
| Clarion Lion | INVESTMENT MANAGEMENT | $23,844 | not reported in the loaded dataset | 2023 |
| Washington Capital | INVESTMENT MANAGEMENT | $14,232 | not reported in the loaded dataset | 2023 |
| Umr | CONSULTING | $11,752 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | ATTORNEY | $11,676 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
| Comamerica | INVESTMENT MANAGER | $9,099 | not reported in the loaded dataset | 2023 |
| Osborn Carreiro & Associates | ACTUARY | $6,500 | not reported in the loaded dataset | 2023 |
| Ares Investment Management | INVESTMENT MANAGEMENT | $5,821 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Plumbers Local 452 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Strategic Capital Partners LLC — Schedule C compensation
- Umr — Schedule C compensation
- National Investment Services — Schedule C compensation
- Stockbridge — Schedule C compensation
- Clarion Lion — Schedule C compensation
- Washington Capital — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Comamerica — Schedule C compensation
- Osborn Carreiro & Associates — Schedule C compensation
- Ares Investment Management — Schedule C compensation