2023 Form 5500 filing — Pension Plan Of Steamfitters Pension Fund 475
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 20241014161919NAL0054393826002) for Pension Plan Of Steamfitters Pension Fund 475, reported by Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 under EIN 22-6029738 and plan number 001. It reports 1,040 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161919NAL0054393826002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475
- EIN
- 22-6029738
- Plan number
- 001
- Location
- Warren, NJ
- Participants
- 1,040
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,097,679
- Total liabilities (EOY)
- $71,966
- Net assets (EOY)
- $182,025,713
- Employer contributions
- $9,440,789
- Total income / additions
- $31,041,049
- Benefits paid
- $13,638,013
- Administrative expenses
- $1,178,464
- Total expenses
- $14,816,477
- Net increase / (decrease)
- $16,224,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Capital Group Lp | INVESTMENT MANAGEMENT | $168,564 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | INVESTMENT MANAGEMENT | $113,943 | not reported in the loaded dataset |
| Constitution Capital Partners | INVESTMENT MANAGEMENT | $84,987 | not reported in the loaded dataset |
| Fenimore Asset Management, Inc. | INVESTMENT MANAGEMENT | $54,963 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | INVESTMENT MANAGEMENT | $53,406 | not reported in the loaded dataset |
| Clearbridge Investments | INVESTMENT MANAGEMENT | $51,773 | not reported in the loaded dataset |
| Newtower Trust Company | INVESTMENT MANAGEMENT | $44,126 | $0 |
| Bolton Partners Inc | ACTUARIAL CONSULTANT | $41,000 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | INVESTMENT ADVISORY | $34,892 | not reported in the loaded dataset |
| Mspc Cpa'S And Advisors, P.C. | IQPA | $32,711 | not reported in the loaded dataset |
| Eagle Asset Management | INVESTMENT MANAGEMENT | $23,277 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook | ATTORNEY | $14,449 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $13,349 | $0 |
| Larry Magarik, Esq | ATTORNEY | $7,340 | not reported in the loaded dataset |
| Willmington Trust | INVESTMENT MANAGEMENT | $0 | $0 |