2023 Form 5500 filing — Atlanta Plumbers & Steamfitters 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 20241015162359NAL0030329697004) for Atlanta Plumbers & Steamfitters Pension Fund, reported by Atlanta Plumbers & Steamfitters Pension Fund under EIN 58-1233396 and plan number 001. It reports 4,619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162359NAL0030329697004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Atlanta Plumbers & Steamfitters Pension Fund
- EIN
- 58-1233396
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 4,619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $415,634,736
- Total liabilities (EOY)
- $360,645
- Net assets (EOY)
- $415,274,091
- Employer contributions
- $15,687,576
- Total income / additions
- $58,486,988
- Benefits paid
- $24,128,046
- Administrative expenses
- $3,382,450
- Total expenses
- $27,510,496
- Net increase / (decrease)
- $30,976,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Capital Group Lp | NONE | $195,222 | not reported in the loaded dataset |
| Confluence Investment Management | NONE | $157,014 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $154,197 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $152,134 | not reported in the loaded dataset |
| Us Bank | NONE | $142,478 | not reported in the loaded dataset |
| Polen Capital Management | NONE | $141,700 | not reported in the loaded dataset |
| National Employee Benefit Admin | NONE | $127,747 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $127,207 | not reported in the loaded dataset |
| Fiera Capital | NONE | $121,962 | not reported in the loaded dataset |
| Jp Morgan Asst Management | NONE | $102,012 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $68,305 | not reported in the loaded dataset |
| Kayne Anderson Rudnick Investment | NONE | $67,550 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $61,758 | not reported in the loaded dataset |
| Ares Management LLC | NONE | $51,598 | not reported in the loaded dataset |
| Legg Mason & Co LLC | NONE | $44,195 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | $43,946 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $40,500 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $28,713 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $23,838 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $22,750 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $16,791 | not reported in the loaded dataset |
| Regions Bank | NONE | $10,081 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $5,742 | not reported in the loaded dataset |