2023 Form 5500 filing — Plumbers & Steamfitters Local No. 452 Pension Trust 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 20250415104507NAL0001438419001) for Plumbers & Steamfitters Local No. 452 Pension Trust Fund, reported by Board Of Trustees-Plumbers Local 452 Pension Trust Fund under EIN 61-6037176 and plan number 001. It reports 731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415104507NAL0001438419001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Plumbers Local 452 Pension Trust Fund
- EIN
- 61-6037176
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,964,899
- Total liabilities (EOY)
- $105,342
- Net assets (EOY)
- $76,859,557
- Employer contributions
- $5,600,909
- Total income / additions
- $14,015,660
- Benefits paid
- $4,490,351
- Administrative expenses
- $293,041
- Total expenses
- $4,783,392
- Net increase / (decrease)
- $9,232,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Capital Partners LLC | INVESTMENT CONSULTING | $56,500 | not reported in the loaded dataset |
| Umr | CONTRACT ADMINISTRATION | $34,894 | not reported in the loaded dataset |
| National Investment Services | INVESTMENT MANAGER | $26,472 | not reported in the loaded dataset |
| Stockbridge | INVESTMENT MANAGEMENT | $26,394 | not reported in the loaded dataset |
| Clarion Lion | INVESTMENT MANAGEMENT | $23,844 | not reported in the loaded dataset |
| Washington Capital | INVESTMENT MANAGEMENT | $14,232 | not reported in the loaded dataset |
| Umr | CONSULTING | $11,752 | not reported in the loaded dataset |
| Ledbetter Partners LLC | ATTORNEY | $11,676 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $9,500 | not reported in the loaded dataset |
| Comamerica | INVESTMENT MANAGER | $9,099 | not reported in the loaded dataset |
| Osborn Carreiro & Associates | ACTUARY | $6,500 | not reported in the loaded dataset |
| Ares Investment Management | INVESTMENT MANAGEMENT | $5,821 | not reported in the loaded dataset |