Plumbers And Pipefitters Local Union No. 572 Pension Fund — Form 5500 plan (Trustees Of Plumbers And Pipefitters Local Union No. 572 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 And Pipefitters Local Union No. 572 Pension Fund is a benefit plan reported by Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund under EIN 62-6102837 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,330 participants and $200,268,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund
- EIN
- 62-6102837
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 2,330
- End-of-year plan assets
- $200,268,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,330 | H, C | 20250115103955NAL0021611249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $200,268,959
- Total liabilities (EOY)
- $537,257
- Net assets (EOY)
- $199,731,702
- Net assets (BOY)
- $175,148,883
Income & contributions
- Employer contributions
- $13,712,009
- Total contributions
- $13,712,009
- Total income / additions
- $40,238,527
Expenses & distributions
- Benefits paid
- $15,113,428
- Administrative expenses
- $542,280
- Total expenses
- $15,655,708
- Net increase / (decrease)
- $24,582,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $138,914 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $82,993 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $30,182 | not reported in the loaded dataset | 2023 |
| Stockbridge Core And Value Advisors | NONE | $25,143 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Eberts & Harrison Inc. | NONE | $15,258 | not reported in the loaded dataset | 2023 |
| Godwin Morris Laurenzi & Bloomfield | NONE | $12,685 | not reported in the loaded dataset | 2023 |
| First Midwest Wealth Management | NONE | $10,150 | not reported in the loaded dataset | 2023 |
| United Acturial Services | NONE | $5,725 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Strategic Capital Investment — Schedule C compensation
- National Investment Services — Schedule C compensation
- Washington Capital — Schedule C compensation
- Stockbridge Core And Value Advisors — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Eberts & Harrison Inc. — Schedule C compensation
- Godwin Morris Laurenzi & Bloomfield — Schedule C compensation
- First Midwest Wealth Management — Schedule C compensation
- United Acturial Services — Schedule C compensation