2023 Form 5500 filing — Plumbers & Pipefitters Local 123 Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729110516NAL0019252865001) for Plumbers & Pipefitters Local 123 Pension Fund, reported by Trustees Of The Plumbers And Pipefitters Local 123 Pension Fund under EIN 59-6164124 and plan number 001. It reports 1,471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729110516NAL0019252865001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Plumbers And Pipefitters Local 123 Pension Fund
- EIN
- 59-6164124
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 1,471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,060,750
- Total liabilities (EOY)
- $36,634
- Net assets (EOY)
- $60,024,116
- Employer contributions
- $6,587,257
- Total income / additions
- $12,820,431
- Benefits paid
- $4,827,953
- Administrative expenses
- $664,277
- Total expenses
- $5,492,230
- Net increase / (decrease)
- $7,328,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $174,746 | $0 |
| National Employee Benefit Administr | NONE | $123,024 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $80,667 | not reported in the loaded dataset |
| Invesco Advisers | NONE | $62,937 | not reported in the loaded dataset |
| Venable Law Firm | NONE | $37,237 | not reported in the loaded dataset |
| Plumbers And Pipefitters Local 123 | RELATED LOCAL UNION | $26,351 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $24,730 | not reported in the loaded dataset |
| Segall Bryant Hamill | NONE | $15,282 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $11,534 | not reported in the loaded dataset |
| Hardman Johnston Global Advisers | NONE | $8,872 | not reported in the loaded dataset |