2023 Form 5500 filing — Plumbers & Steamfitters Local 83 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 20241007102119NAL0008783699001) for Plumbers & Steamfitters Local 83 Pension Fund, reported by Plumbers & Steamfitter Local 83 under EIN 55-0463652 and plan number 001. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007102119NAL0008783699001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitter Local 83
- EIN
- 55-0463652
- Plan number
- 001
- Location
- Harmony, PA
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,638,130
- Total liabilities (EOY)
- $154,003
- Net assets (EOY)
- $49,484,127
- Employer contributions
- $2,847,960
- Total income / additions
- $7,868,249
- Benefits paid
- $3,555,581
- Administrative expenses
- $416,214
- Total expenses
- $3,971,795
- Net increase / (decrease)
- $3,896,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Administrators And Consultan | NONE | $91,249 | not reported in the loaded dataset |
| Cowden Associates, Inc | NONE | $43,703 | not reported in the loaded dataset |
| Wesbanco Trust And Investment Servi | NONE | $39,318 | not reported in the loaded dataset |
| Standard Valuation | NONE | $34,500 | not reported in the loaded dataset |
| Manning & Napier Advisors Inc | NONE | $28,505 | $0 |
| Asb Capital Management | NONE | $28,223 | not reported in the loaded dataset |
| Mairs And Power | NONE | $26,222 | $0 |
| Mcelhaney & Associates, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $21,193 | $0 |
| Chartwell Investment Partners | NONE | $11,641 | not reported in the loaded dataset |
| John Dascoli, Pllc | NONE | $9,663 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $7,455 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $5,348 | not reported in the loaded dataset |