2023 Form 5500 filing — Plumbers & Steamfitters Local 21 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 20250411145401NAL0036223024001) for Plumbers & Steamfitters Local 21 Pension Fund, reported by Board Of Trustees P&S Local 21 Pension Fund under EIN 13-1847042 and plan number 001. It reports 1,652 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411145401NAL0036223024001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees P&S Local 21 Pension Fund
- EIN
- 13-1847042
- Plan number
- 001
- Location
- Peekskill, NY
- Participants
- 1,652
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $278,613,306
- Total liabilities (EOY)
- $209,314
- Net assets (EOY)
- $278,403,992
- Employer contributions
- $8,250,542
- Total income / additions
- $42,513,700
- Benefits paid
- $16,554,713
- Administrative expenses
- $1,929,965
- Total expenses
- $18,484,678
- Net increase / (decrease)
- $24,029,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hamilton Lane Advisors LLC | SERVICE PROVIDER | $272,300 | not reported in the loaded dataset |
| Global Trust Company (Crescent) | SERVICE PROVIDER | $237,485 | not reported in the loaded dataset |
| Local 21 Administrative Fund | NONE | $217,271 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | SERVICE PROVIDER | $214,073 | not reported in the loaded dataset |
| Mellon Investments Corp | SERVICE PROVIDER | $159,029 | not reported in the loaded dataset |
| Stacey Braun | SERVICE PROVIDER | $145,247 | not reported in the loaded dataset |
| Bmo Asset Management | SERVICE PROVIDER | $81,969 | not reported in the loaded dataset |
| The Segal Company | SERVICE PROVIDER | $68,119 | not reported in the loaded dataset |
| Eagle Asset Management | SERVICE PROVIDER | $56,588 | not reported in the loaded dataset |
| Gcm Investments - Labor Impact Fund | SERVICE PROVIDER | $55,530 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | SERVICE PROVIDER | $55,170 | not reported in the loaded dataset |
| Mackay Shields LLC | SERVICE PROVIDER | $52,007 | not reported in the loaded dataset |
| Loomis Sayles | SERVICE PROVIDER | $49,055 | not reported in the loaded dataset |
| Amalgamated Bank | SERVICE PROVIDER | $29,968 | $0 |
| Mspc Certified Public Accountants | SERVICE PROVIDER | $27,314 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd, Llp | SERVICE PROVIDER | $26,340 | not reported in the loaded dataset |
| Reinhart Partners | SERVICE PROVIDER | $13,590 | not reported in the loaded dataset |
| Dmi Bookkeeping & Accounting | SERVICE PROVIDER | $10,245 | not reported in the loaded dataset |
| Larry Magarik, Esg | SERVICE PROVIDER | $6,377 | not reported in the loaded dataset |