2023 Form 5500 filing — Steamfitters Local Union No. 420 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 20241028153459NAL0002157235001) for Steamfitters Local Union No. 420 Pension Plan, reported by Board Of Trustees Of Steamfitters Lu 420 Pension Plan under EIN 23-2004424 and plan number 001. It reports 5,181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028153459NAL0002157235001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Steamfitters Lu 420 Pension Plan
- EIN
- 23-2004424
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 5,181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $645,671,667
- Total liabilities (EOY)
- $39,484,693
- Net assets (EOY)
- $606,186,974
- Employer contributions
- $60,410,508
- Total income / additions
- $122,672,266
- Benefits paid
- $67,412,364
- Administrative expenses
- $4,383,311
- Total expenses
- $71,795,675
- Net increase / (decrease)
- $50,876,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Foundry Partners LLC | NONE | $242,166 | $0 |
| Zenith American Solutions,Inc | NONE | $233,729 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $177,320 | not reported in the loaded dataset |
| Weaver C Barksdale & Assoc Inc | NONE | $157,141 | not reported in the loaded dataset |
| Old Glory Asset Management | NONE | $125,121 | not reported in the loaded dataset |
| Boston Partners Global Investors | NONE | $114,578 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $106,261 | not reported in the loaded dataset |
| Morgan Stanley Wealth Mgmt | NONE | $92,700 | not reported in the loaded dataset |
| Cleary & Josem Llp | NONE | $86,544 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $76,191 | $0 |
| Employee A | NONE | $66,298 | not reported in the loaded dataset |
| Employee B | NONE | $54,083 | not reported in the loaded dataset |
| Sage Advisory Services, Ltd Co. | NONE | $49,077 | not reported in the loaded dataset |
| Gw&K Investment Management, LLC | NONE | $43,633 | not reported in the loaded dataset |
| Steamfitters Lu 420 Building Fund | UNION AFFILIATE | $37,574 | not reported in the loaded dataset |
| Kang Haggerty & Fetbroyt, LLC | NONE | $34,000 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $33,364 | not reported in the loaded dataset |
| Employee C | NONE | $28,595 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $15,000 | not reported in the loaded dataset |
| J.A. Mariano Agency, Inc. | NONE | $0 | $12,340 |
| Kennedy Printing Co., Inc. | NONE | $12,020 | not reported in the loaded dataset |