2023 Form 5500 filing — Ua Plumbers Local 24 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 20250213173616NAL0012829347001) for Ua Plumbers Local 24 Pension Fund, reported by Plumbers Pension Fund Local 24 Board Of Trustees under EIN 22-6042823 and plan number 001. It reports 1,727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213173616NAL0012829347001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Pension Fund Local 24 Board Of Trustees
- EIN
- 22-6042823
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 1,727
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,754,855
- Total liabilities (EOY)
- $74,458
- Net assets (EOY)
- $198,680,397
- Employer contributions
- $8,942,964
- Total income / additions
- $25,745,886
- Benefits paid
- $14,060,419
- Administrative expenses
- $1,321,082
- Total expenses
- $15,381,501
- Net increase / (decrease)
- $10,364,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I E Shaffer & Co | NONE | $158,704 | not reported in the loaded dataset |
| J P Morgan Investment Advisors | NONE | $140,213 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co | NONE | $112,514 | $0 |
| Eagle Capital Management | NONE | $102,160 | $0 |
| Wcm Investment Management LLC | NONE | $79,030 | $0 |
| Crawford Investment Counsel,Inc | NONE | $74,921 | $0 |
| Da Gerson, Cpa & Associates | NONE | $62,082 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $60,146 | $0 |
| Sage Advisory | NONE | $59,844 | not reported in the loaded dataset |
| Weaver C. Barksdale & Associates | NONE | $53,221 | not reported in the loaded dataset |
| Basil Castrovinci Associates | NONE | $49,656 | not reported in the loaded dataset |
| Morgan Stanley Graystone | NONE | $34,000 | not reported in the loaded dataset |
| Manning And Napier Advisors | NONE | $32,777 | $0 |
| Lindabury,Mccormic,&Estabrook | NONE | $20,337 | not reported in the loaded dataset |
| Oransky, Scaraggi, Borg & Abbammont | NONE | $19,250 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $18,452 | $0 |
| Zazzali, Fagella, Nowak, Et Al | NONE | $10,092 | not reported in the loaded dataset |