2023 Form 5500 filing — Asbestos Workers Philadelphia 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 20250412173555NAL0041440000001) for Asbestos Workers Philadelphia Pension Fund, reported by Asbestos Workers Philadelphia Pension Fund under EIN 23-6406511 and plan number 001. It reports 1,483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412173555NAL0041440000001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Asbestos Workers Philadelphia Pension Fund
- EIN
- 23-6406511
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $239,359,624
- Total liabilities (EOY)
- $18,762,844
- Net assets (EOY)
- $220,596,780
- Employer contributions
- $17,882,325
- Total income / additions
- $34,625,815
- Benefits paid
- $31,736,943
- Administrative expenses
- $1,852,341
- Total expenses
- $33,589,284
- Net increase / (decrease)
- $1,036,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lsv Asset Management | NONE | $237,625 | not reported in the loaded dataset |
| Michael E Burns | EMPLOYEE | $237,408 | not reported in the loaded dataset |
| Walter Scott & Partners Limited | NONE | $161,914 | $0 |
| Rbc Wealth Management | NONE | $149,041 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $110,308 | not reported in the loaded dataset |
| Cooke & Bieler L.P. | NONE | $95,806 | $0 |
| Fiera Capital Inc | NONE | $95,710 | $0 |
| Metlife Investment Management | NONE | $84,866 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $80,811 |
| Novak Francella LLC | NONE | $80,082 | not reported in the loaded dataset |
| Kaitlyn Azofeifa | EMPLOYEE | $76,863 | not reported in the loaded dataset |
| Pnc Bank N.A. | NONE | $70,002 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $49,047 | not reported in the loaded dataset |
| Birch Run Investments LLC | NONE | $42,497 | $0 |
| Asbestos Workers Local Union No 14 | LOCAL UNION | $38,871 | not reported in the loaded dataset |
| Meranze & Katz | not reported in the loaded dataset | $29,980 | not reported in the loaded dataset |
| Charlson Braber Mccabe & Denmark | NONE | $29,500 | not reported in the loaded dataset |
| Intech Investment Management LLC | NONE | $29,145 | not reported in the loaded dataset |
| Deborah Nahill | NONE | $23,567 | not reported in the loaded dataset |
| Meriplex Solutions, LLC | NONE | $7,089 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $6,907 | $0 |