2023 Form 5500 filing — Pipe Fitters Local Union No. 120 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 20241016163410NAL0061861794001) for Pipe Fitters Local Union No. 120 Pension Plan, reported by Pipe Fitters Local Union 120 Pens. Fund under EIN 34-6711591 and plan number 001. It reports 1,889 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016163410NAL0061861794001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe Fitters Local Union 120 Pens. Fund
- EIN
- 34-6711591
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 1,889
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,496,869
- Total liabilities (EOY)
- $397,367
- Net assets (EOY)
- $207,099,502
- Employer contributions
- $12,779,005
- Total income / additions
- $34,905,619
- Benefits paid
- $20,754,350
- Administrative expenses
- $1,266,473
- Total expenses
- $22,020,823
- Net increase / (decrease)
- $12,884,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Global Management, Inc. | not reported in the loaded dataset | $122,161 | not reported in the loaded dataset |
| Dreman Value Management, LLC | not reported in the loaded dataset | $110,542 | not reported in the loaded dataset |
| Foundry Partners | not reported in the loaded dataset | $109,769 | not reported in the loaded dataset |
| Wells Fargo | not reported in the loaded dataset | $104,262 | not reported in the loaded dataset |
| Ullico | not reported in the loaded dataset | $73,507 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $72,516 | not reported in the loaded dataset |
| Loomis Sayles & Company | not reported in the loaded dataset | $71,963 | not reported in the loaded dataset |
| Mesirow Financial | not reported in the loaded dataset | $67,998 | not reported in the loaded dataset |
| Tiffany Clarke | EMPLOYEE | $62,164 | not reported in the loaded dataset |
| Andco Consulting | not reported in the loaded dataset | $54,000 | not reported in the loaded dataset |
| Ancora | not reported in the loaded dataset | $39,927 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, LLC | not reported in the loaded dataset | $37,262 | not reported in the loaded dataset |
| Pnc Bank | not reported in the loaded dataset | $32,940 | $0 |
| Ciuni & Panichi | not reported in the loaded dataset | $29,167 | not reported in the loaded dataset |
| Jbm Computer Consultants, Inc. | not reported in the loaded dataset | $13,562 | not reported in the loaded dataset |
| Lori Sillanpaa | EMPLOYEE | $7,740 | not reported in the loaded dataset |