2023 Form 5500 filing — Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 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 20241223133009NAL0009366657001) for Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan, reported by Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 under EIN 31-0655223 and plan number 001. It reports 3,467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223133009NAL0009366657001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392
- EIN
- 31-0655223
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 3,467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $352,840,281
- Total liabilities (EOY)
- $249,661
- Net assets (EOY)
- $352,590,620
- Employer contributions
- $30,588,012
- Total income / additions
- $76,735,142
- Benefits paid
- $37,139,313
- Administrative expenses
- $1,337,155
- Total expenses
- $38,476,468
- Net increase / (decrease)
- $38,258,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plumbers, Pipe Fitters And Mechanic | NONE | $156,805 | not reported in the loaded dataset |
| Clarion Lion Industrial Trust | NONE | $117,160 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $116,682 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $107,649 | not reported in the loaded dataset |
| Clarion Lion Properties Fund, Lp | NONE | $80,939 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $74,632 | not reported in the loaded dataset |
| Stockbridge Niche Logistics Fund Lp | NONE | $71,202 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $65,730 | $0 |
| Stockbridge Smart Markets Fund, Lp | NONE | $60,289 | not reported in the loaded dataset |
| Principal Enhanced Property Fund | NONE | $56,421 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $56,282 | $0 |
| Cuni, Rust & Strenk, Inc. | NONE | $54,367 | not reported in the loaded dataset |
| Kelley Galloway Smith Goolsby, Psc | NONE | $50,000 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $28,706 | not reported in the loaded dataset |
| Ares Real Estate Secured Income Fun | NONE | $27,377 | not reported in the loaded dataset |
| Great Gray Trust Company, LLC | NONE | $24,089 | $0 |
| Bridgeway Benefit Technologies | NONE | $23,090 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $14,116 | $0 |
| Legacy Professionals Llp | NONE | $7,139 | not reported in the loaded dataset |