2023 Form 5500 filing — Pipefitters Union Local No. 537 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 20241216141632NAL0001525681004) for Pipefitters Union Local No. 537 Pension Fund, reported by Pipe & Refrigeration Fitters Local 537 under EIN 51-6030859 and plan number 001. It reports 3,663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216141632NAL0001525681004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe & Refrigeration Fitters Local 537
- EIN
- 51-6030859
- Plan number
- 001
- Location
- Dorchester, MA
- Participants
- 3,663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $901,736,197
- Total liabilities (EOY)
- $26,590,240
- Net assets (EOY)
- $875,145,957
- Employer contributions
- $53,634,998
- Total income / additions
- $139,645,770
- Benefits paid
- $54,113,656
- Administrative expenses
- $4,025,033
- Total expenses
- $58,138,689
- Net increase / (decrease)
- $81,507,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Trust | NONE | $1,011,497 | not reported in the loaded dataset |
| Ziegler Capital Management, LLC | NONE | $305,819 | not reported in the loaded dataset |
| Bny Mellon Inv Mngmt Cayman Ltd | NONE | $282,099 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $198,302 | not reported in the loaded dataset |
| Titanium | NONE | $196,724 | not reported in the loaded dataset |
| Mesirow | NONE | $152,631 | not reported in the loaded dataset |
| Abs Investment Management | NONE | $138,323 | not reported in the loaded dataset |
| Intercontinental | NONE | $132,010 | not reported in the loaded dataset |
| Alcentra | NONE | $131,285 | not reported in the loaded dataset |
| Boston Partners Global Equity Fund | NONE | $109,690 | not reported in the loaded dataset |
| 400 Capital Management LLC | NONE | $104,234 | not reported in the loaded dataset |
| Siguler Guff | NONE | $102,781 | not reported in the loaded dataset |
| Ullico | NONE | $99,797 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $97,230 | not reported in the loaded dataset |
| Davidson Kempner Capital Management | NONE | $88,978 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $86,500 | not reported in the loaded dataset |
| Bridgeway Technologies | NONE | $82,245 | not reported in the loaded dataset |
| Frontenac Xi Private Capital | NONE | $80,961 | not reported in the loaded dataset |
| Grosvenor Capital Management Lp | NONE | $77,832 | not reported in the loaded dataset |
| Select Equity Group, Lp | NONE | $77,378 | not reported in the loaded dataset |
| Kayne Anderson Capital Advisors | NONE | $73,253 | not reported in the loaded dataset |
| Dover Street X Feeder Fund Lp | NONE | $71,953 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $61,809 | not reported in the loaded dataset |
| Bpea Strategic Healthcare Lp | NONE | $60,000 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $58,404 | not reported in the loaded dataset |
| Terracap Partners Iv Lp | NONE | $51,586 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $51,000 | not reported in the loaded dataset |
| Jp Morgan | NONE | $50,349 | not reported in the loaded dataset |
| Krakow & Souris | NONE | $43,733 | not reported in the loaded dataset |
| Crescent Capital Collective Inv | NONE | $43,292 | not reported in the loaded dataset |
| Westport Capital Partners | NONE | $40,770 | not reported in the loaded dataset |
| Dover Street Ix Cayman Fund L.P. | NONE | $34,880 | not reported in the loaded dataset |
| Entrust | NONE | $33,053 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $27,437 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $27,262 | not reported in the loaded dataset |
| Northgate | NONE | $21,600 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $19,817 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $19,470 | not reported in the loaded dataset |
| Renaissance Institutional Equities | NONE | $18,526 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $15,365 | not reported in the loaded dataset |
| Network Coverage LLC | NONE | $13,235 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $12,380 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $9,159 | not reported in the loaded dataset |
| Schroder Investment Management | NONE | $8,608 | not reported in the loaded dataset |
| Quadient | NONE | $7,380 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $6,294 | not reported in the loaded dataset |