2023 Form 5500 filing — Plumbers And Steamfitters Local 60 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 20250414151643NAL0003378448003) for Plumbers And Steamfitters Local 60 Pension Fund, reported by Board Of Trustees Plumbers And Steamfitters Local 60 Pension Fund under EIN 72-6025640 and plan number 001. It reports 1,987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414151643NAL0003378448003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers And Steamfitters Local 60 Pension Fund
- EIN
- 72-6025640
- Plan number
- 001
- Location
- Metairie, LA
- Participants
- 1,987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,841,998
- Total liabilities (EOY)
- $78,639
- Net assets (EOY)
- $84,763,359
- Employer contributions
- $4,775,851
- Total income / additions
- $13,461,183
- Benefits paid
- $7,150,656
- Administrative expenses
- $1,122,307
- Total expenses
- $8,272,963
- Net increase / (decrease)
- $5,188,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Institutional Trust | NONE | $90,341 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $75,516 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $68,482 | $0 |
| Intercontinental Real Estate | NONE | $44,090 | not reported in the loaded dataset |
| Buchbinder Tunick & Company, Llp | NONE | $41,500 | $0 |
| Pedelahore & Co. Llp | SERVICES REL.PLAN & UNION | $36,800 | not reported in the loaded dataset |
| Jp Morgan | NONE | $36,234 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $25,752 | not reported in the loaded dataset |
| Osborn, Carreiro & Associates | SERVICES RELATED PLAN | $22,000 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Et Al | SERVICES REL.PLAN & UNION | $18,888 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $16,563 | not reported in the loaded dataset |
| Orleans Capital Management | NONE | $14,960 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | SERVICES RELATED PLAN | $14,500 | not reported in the loaded dataset |
| Hancock Whitney Bank | NONE | $13,180 | not reported in the loaded dataset |
| Nb Alternatives Advisers LLC | NONE | $11,215 | not reported in the loaded dataset |