2023 Form 5500 filing — Plumbers & Pipefitters Local Union No. 74 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 20241010143008NAL0021250321002) for Plumbers & Pipefitters Local Union No. 74 Pension Fund, reported by Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund under EIN 51-6015925 and plan number 001. It reports 1,123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143008NAL0021250321002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund
- EIN
- 51-6015925
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 1,123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,121,469
- Total liabilities (EOY)
- $142,076
- Net assets (EOY)
- $170,979,393
- Employer contributions
- $13,910,791
- Total income / additions
- $31,975,047
- Benefits paid
- $14,700,503
- Administrative expenses
- $921,292
- Total expenses
- $15,621,795
- Net increase / (decrease)
- $16,353,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $87,816 | not reported in the loaded dataset |
| Cbiz Inc | NONE | $67,750 | not reported in the loaded dataset |
| Smith Barney | NONE | $62,662 | not reported in the loaded dataset |
| Young Conaway Stargatt Taylor | NONE | $58,106 | not reported in the loaded dataset |
| Sage Advisory Services Ltd | NONE | $50,059 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $46,292 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $44,774 | not reported in the loaded dataset |
| Northern Trust | NONE | $31,280 | not reported in the loaded dataset |
| Whisman Giordano & Associates LLC | NONE | $30,306 | not reported in the loaded dataset |
| Jennings Sigmond Pc | NONE | $26,924 | not reported in the loaded dataset |
| Holroyd Gelman, P.C. | NONE | $24,881 | not reported in the loaded dataset |
| Pnc Bank | NONE | $21,994 | not reported in the loaded dataset |
| J P Morgan Chase | NONE | $17,804 | not reported in the loaded dataset |
| Novak Francella | NONE | $10,073 | not reported in the loaded dataset |
| Stacey Braun Associates Inc | NONE | $0 | not reported in the loaded dataset |