2023 Form 5500 filing — Plumbers' Pension Fund, Local 130, U.A.
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 20250310060954NAL0009600915001) for Plumbers' Pension Fund, Local 130, U.A., reported by Trustees Of The Plumbers Pension Fund, Local 130, U.A. under EIN 36-6489579 and plan number 001. It reports 9,305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310060954NAL0009600915001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Plumbers Pension Fund, Local 130, U.A.
- EIN
- 36-6489579
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 9,305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,594,416,052
- Total liabilities (EOY)
- $994,934
- Net assets (EOY)
- $1,593,421,118
- Employer contributions
- $64,795,928
- Total income / additions
- $242,607,148
- Benefits paid
- $85,685,328
- Administrative expenses
- $6,460,506
- Total expenses
- $92,145,834
- Net increase / (decrease)
- $150,461,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $891,130 | not reported in the loaded dataset |
| Natl Invstmnt Svcs Of America LLC | NONE | $516,525 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $443,108 | not reported in the loaded dataset |
| Global Trust Company | NONE | $431,667 | not reported in the loaded dataset |
| The Segal Company (Midwest) Inc. | NONE | $344,055 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $302,757 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $231,969 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $225,048 | not reported in the loaded dataset |
| Jp Morgan Chase Bank N.A. | NONE | $223,401 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $216,038 | $0 |
| Legacy Professionals Llp | NONE | $173,150 | not reported in the loaded dataset |
| Goldman Sachs Asset Mgmt Lp | NONE | $156,301 | $0 |
| Marquette Associates | NONE | $150,000 | not reported in the loaded dataset |
| Aqr Capital Management LLC | NONE | $138,479 | not reported in the loaded dataset |
| Joseph Ohm | EMPLOYEE | $124,092 | not reported in the loaded dataset |
| Denise Delhaye | EMPLOYEE | $116,655 | not reported in the loaded dataset |
| Bmo Bank Na | NONE | $105,503 | $0 |
| Vickie Kostanski | EMPLOYEE | $88,342 | not reported in the loaded dataset |
| Gregorio, Stec, Klein & Hose | NONE | $80,721 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $76,986 | $0 |
| State Street Global Advisors Trust | NONE | $55,970 | $0 |
| Great Lakes Advisors, LLC | NONE | $51,911 | not reported in the loaded dataset |
| Chris Anish | EMPLOYEE | $51,522 | not reported in the loaded dataset |
| Laner Muchin, Ltd. | NONE | $42,269 | not reported in the loaded dataset |
| Nancy Jones | EMPLOYEE | $39,863 | not reported in the loaded dataset |
| Elizabeth Stierle | EMPLOYEE | $37,750 | not reported in the loaded dataset |
| Jennifer Krejca | EMPLOYEE | $32,084 | not reported in the loaded dataset |
| Maire O'Brien | EMPLOYEE | $28,541 | not reported in the loaded dataset |
| Charles Seibert | TRUSTEE | $8,861 | not reported in the loaded dataset |
| Brian Kennedy | TRUSTEE | $6,476 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $6,364 | $0 |