2023 Form 5500 filing — Wa State Plumbing And Pipefitting Industry Pension Plan
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 20241009171656NAL0018814993001) for Wa State Plumbing And Pipefitting Industry Pension Plan, reported by Bot, Wa State Plumbing And Pipefitting Industry Pension Plan under EIN 91-6029141 and plan number 001. It reports 10,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009171656NAL0018814993001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot, Wa State Plumbing And Pipefitting Industry Pension Plan
- EIN
- 91-6029141
- Plan number
- 001
- Location
- Bothell, WA
- Participants
- 10,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,167,239,019
- Total liabilities (EOY)
- $1,336,918
- Net assets (EOY)
- $1,165,902,101
- Employer contributions
- $55,942,452
- Total income / additions
- $171,889,374
- Benefits paid
- $53,646,098
- Administrative expenses
- $4,815,328
- Total expenses
- $58,461,426
- Net increase / (decrease)
- $113,427,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management, Inc | NONE | $1,433,361 | not reported in the loaded dataset |
| Zenith American Solutions, Inc | NONE | $816,171 | not reported in the loaded dataset |
| Quest Investment Management Inc. | NONE | $320,009 | $0 |
| The Union Labor Life Insurance Co | NONE | $277,507 | $0 |
| J.P. Morgan Investment Management | NONE | $262,067 | not reported in the loaded dataset |
| Milliman | NONE | $236,473 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $215,807 | $0 |
| Invesco Trust Company | NONE | $191,688 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $122,489 | not reported in the loaded dataset |
| Panagora Asset Management | NONE | $86,928 | $0 |
| Pnc Capital Advisors | NONE | $75,098 | not reported in the loaded dataset |
| Verus | NONE | $67,500 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $42,528 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $40,381 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $39,008 | not reported in the loaded dataset |
| Wells Fargo | NONE | $27,625 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $25,619 |
| Anastasi Moore & Martin, Pllc | NONE | $20,060 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $17,263 | not reported in the loaded dataset |
| Iron Mountain | NONE | $7,064 | not reported in the loaded dataset |