2023 Form 5500 filing — Plumbers & Steamfitters Local 150 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 20241013230008NAL0014366755001) for Plumbers & Steamfitters Local 150 Pension Fund, reported by Plumbers & Steamfitters Local 150 Pension Fund under EIN 58-6116699 and plan number 001. It reports 1,393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013230008NAL0014366755001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 150 Pension Fund
- EIN
- 58-6116699
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,944,284
- Total liabilities (EOY)
- $138,038
- Net assets (EOY)
- $155,806,246
- Employer contributions
- $7,162,622
- Total income / additions
- $23,709,680
- Benefits paid
- $8,429,473
- Administrative expenses
- $912,229
- Total expenses
- $9,341,702
- Net increase / (decrease)
- $14,367,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $215,256 | $0 |
| Western Asset Management | NONE | $108,663 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $73,067 | not reported in the loaded dataset |
| Newtower Trust | NONE | $0 | $61,611 |
| Horizon Actuarial Services LLC | NONE | $54,350 | not reported in the loaded dataset |
| Rothschild Asset Management | NONE | $46,230 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $45,871 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | $43,044 | not reported in the loaded dataset |
| Lazard Management | NONE | $32,981 | not reported in the loaded dataset |
| Thornburg Investment Management | NONE | $29,874 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $21,900 | not reported in the loaded dataset |
| Janus Henderson Investors | NONE | $15,017 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $13,577 | not reported in the loaded dataset |
| D F Dent & Company | NONE | $11,853 | not reported in the loaded dataset |
| Thompson Siegel & Walmsley LLC | NONE | $11,042 | not reported in the loaded dataset |
| Regions Bank | NONE | $7,112 | not reported in the loaded dataset |
| Mutual And Exchange Traded Funds | NONE | $0 | $0 |