Plumbers And Steamfitters Local 60 Pension Fund — Form 5500 plan (Board Of Trustees Plumbers And Steamfitters Local 60 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 Steamfitters Local 60 Pension Fund is a benefit plan reported by Board Of Trustees Plumbers And Steamfitters Local 60 Pension Fund under EIN 72-6025640 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,987 participants and $84,841,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers And Steamfitters Local 60 Pension Fund
- EIN
- 72-6025640
- Plan number
- 001
- Plan type
- 1
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 1,987
- End-of-year plan assets
- $84,841,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,987 | H, C | 20250414151643NAL0003378448003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,841,998
- Total liabilities (EOY)
- $78,639
- Net assets (EOY)
- $84,763,359
- Net assets (BOY)
- $79,575,139
Income & contributions
- Employer contributions
- $4,775,851
- Total contributions
- $4,775,851
- Total income / additions
- $13,461,183
Expenses & distributions
- Benefits paid
- $7,150,656
- Administrative expenses
- $1,122,307
- Total expenses
- $8,272,963
- Net increase / (decrease)
- $5,188,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Institutional Trust | NONE | $90,341 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $75,516 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $68,482 | $0 | 2023 |
| Intercontinental Real Estate | NONE | $44,090 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company, Llp | NONE | $41,500 | $0 | 2023 |
| Pedelahore & Co. Llp | SERVICES REL.PLAN & UNION | $36,800 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $36,234 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $25,752 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro & Associates | SERVICES RELATED PLAN | $22,000 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Et Al | SERVICES REL.PLAN & UNION | $18,888 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $16,563 | not reported in the loaded dataset | 2023 |
| Orleans Capital Management | NONE | $14,960 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | SERVICES RELATED PLAN | $14,500 | not reported in the loaded dataset | 2023 |
| Hancock Whitney Bank | NONE | $13,180 | not reported in the loaded dataset | 2023 |
| Nb Alternatives Advisers LLC | NONE | $11,215 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers And Steamfitters Local 60 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Blackrock Institutional Trust — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Intercontinental Real Estate — Schedule C compensation
- Buchbinder Tunick & Company, Llp — Schedule C compensation
- Pedelahore & Co. Llp — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Osborn, Carreiro & Associates — Schedule C compensation
- Robein, Urann, Spencer, Et Al — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Orleans Capital Management — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Hancock Whitney Bank — Schedule C compensation
- Nb Alternatives Advisers LLC — Schedule C compensation