2023 Form 5500 filing — Plumbers And Pipefitters Local Union No. 572 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 20250115103955NAL0021611249001) for Plumbers And Pipefitters Local Union No. 572 Pension Fund, reported by Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund under EIN 62-6102837 and plan number 001. It reports 2,330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115103955NAL0021611249001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund
- EIN
- 62-6102837
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 2,330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,268,959
- Total liabilities (EOY)
- $537,257
- Net assets (EOY)
- $199,731,702
- Employer contributions
- $13,712,009
- Total income / additions
- $40,238,527
- Benefits paid
- $15,113,428
- Administrative expenses
- $542,280
- Total expenses
- $15,655,708
- Net increase / (decrease)
- $24,582,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $138,914 | not reported in the loaded dataset |
| Strategic Capital Investment | NONE | $85,000 | not reported in the loaded dataset |
| National Investment Services | NONE | $82,993 | not reported in the loaded dataset |
| Washington Capital | NONE | $30,182 | not reported in the loaded dataset |
| Stockbridge Core And Value Advisors | NONE | $25,143 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | NONE | $21,500 | not reported in the loaded dataset |
| Eberts & Harrison Inc. | NONE | $15,258 | not reported in the loaded dataset |
| Godwin Morris Laurenzi & Bloomfield | NONE | $12,685 | not reported in the loaded dataset |
| First Midwest Wealth Management | NONE | $10,150 | not reported in the loaded dataset |
| United Acturial Services | NONE | $5,725 | not reported in the loaded dataset |