2023 Form 5500 filing — Plumbers & Pipefitters Local 152 Pension Tr 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 20250213163044NAL0045243554002) for Plumbers & Pipefitters Local 152 Pension Tr Fund, reported by Plumbers & Pipefitters Local 152 Pension Trust Fund under EIN 55-6029095 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213163044NAL0045243554002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local 152 Pension Trust Fund
- EIN
- 55-6029095
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,329,384
- Total liabilities (EOY)
- $283,916
- Net assets (EOY)
- $78,045,468
- Employer contributions
- $3,144,759
- Total income / additions
- $10,165,847
- Benefits paid
- $5,071,349
- Administrative expenses
- $339,490
- Total expenses
- $5,410,839
- Net increase / (decrease)
- $4,755,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning And Napier | NONE | $66,134 | not reported in the loaded dataset |
| Chevy Chase - Asb Capital | NONE | $43,352 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $40,378 | not reported in the loaded dataset |
| New Tower | NONE | $39,721 | not reported in the loaded dataset |
| Cs Mckee | NONE | $38,457 | not reported in the loaded dataset |
| Gray, Griffith & Mays Ac | NONE | $18,700 | not reported in the loaded dataset |
| Standard Valuations | NONE | $18,300 | not reported in the loaded dataset |
| Osborn, Carreiro & Associates, Inc. | NONE | $17,000 | not reported in the loaded dataset |
| Huntington Bank | NONE | $13,647 | not reported in the loaded dataset |
| Gsa Boyd Watterson | NONE | $12,626 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $8,781 | not reported in the loaded dataset |
| United Bank | NONE | $7,530 | not reported in the loaded dataset |
| John F. Dascoli, Pllc | NONE | $6,943 | not reported in the loaded dataset |