2023 Form 5500 filing — Steamfitters Local #449 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 20241015143054NAL0014846627001) for Steamfitters Local #449 Pension Plan, reported by Board Of Trustees Steamfitters Local #449 Pension Fund under EIN 25-6032401 and plan number 001. It reports 3,222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143054NAL0014846627001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Steamfitters Local #449 Pension Fund
- EIN
- 25-6032401
- Plan number
- 001
- Location
- Harmony, PA
- Participants
- 3,222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $436,369,078
- Total liabilities (EOY)
- $1,071,051
- Net assets (EOY)
- $435,298,027
- Employer contributions
- $28,068,950
- Total income / additions
- $85,220,126
- Benefits paid
- $33,945,932
- Administrative expenses
- $2,235,392
- Total expenses
- $36,181,324
- Net increase / (decrease)
- $49,038,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Winslow Asset Management | NONE | $337,061 | not reported in the loaded dataset |
| Cds Administrators | NONE | $299,542 | not reported in the loaded dataset |
| Foundry Partners | NONE | $233,321 | not reported in the loaded dataset |
| Loomis Sayles & Co. | NONE | $211,691 | not reported in the loaded dataset |
| Pnc Pca Scc | NONE | $149,953 | not reported in the loaded dataset |
| Pnc Institutional Investments | NONE | $130,820 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $121,869 | not reported in the loaded dataset |
| Prudential Retirement Insurance | NONE | $109,736 | not reported in the loaded dataset |
| C S Mckee | NONE | $101,456 | not reported in the loaded dataset |
| Gamco | NONE | $99,567 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $81,000 | not reported in the loaded dataset |
| Henry Rossi & Co., Llp | NONE | $33,140 | not reported in the loaded dataset |
| The Philadelphia Trust Company | NONE | $30,236 | not reported in the loaded dataset |
| Gridiron Partners | NONE | $27,763 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $26,853 | not reported in the loaded dataset |
| Foster & Foster | NONE | $20,985 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $15,610 | not reported in the loaded dataset |
| Cim Investment Management | NONE | $7,332 | not reported in the loaded dataset |
| Tucker Arensberg, P.C. | NONE | $6,464 | not reported in the loaded dataset |
| Pnc Bank | NONE | $5,520 | not reported in the loaded dataset |