2023 Form 5500 filing — Plumbers Union Local No. 12 Pension

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 20250612150902NAL0017097729003) for Plumbers Union Local No. 12 Pension, reported by Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund under EIN 04-6023174 and plan number 001. It reports 2,901 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$389.1MReported net assets$389,099,637
Participants2.9K2,901
Provider compensation$2.3M20 Schedule C row(s)$2,298,219
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250612150902NAL0017097729003
Plan sponsor
Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund
EIN
04-6023174
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$389.6M total assets
Net assets$389.1MLiabilities$485.8K
Money in vs. money out
Total income / additions$68.7M
Total expenses$25.1M
Benefits paid / distributions$23.7M
Contributions
Employer$24.6M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$389,585,417
Total liabilities (EOY)
$485,780
Net assets (EOY)
$389,099,637
Employer contributions
$24,563,903
Total income / additions
$68,696,356
Benefits paid
$23,667,134
Administrative expenses
$1,463,051
Total expenses
$25,130,185
Net increase / (decrease)
$43,566,171
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Sei$1.1M
    NONE · Direct $1.1M
  2. 2
    NONE · Direct $375.2K
  3. 3
    NONE · Direct $153.1K
  4. 4
    NONE · Direct $150K
  5. 5
    NONE · Direct $88.7K
  6. 6
    EMPLOYEE · Direct $85K
  7. 7
    NONE · Direct $54.6K
  8. 8
    NONE · Direct $53.9K
  9. 9
    EMPLOYEE · Direct $51.9K
  10. 10
    NONE · Direct $44.7K
  11. 11
    NONE · Direct $38K
  12. 12
    NONE · Direct $31K
  13. 13
    EMPLOYEE · Direct $27.1K
  14. 14
    NONE · Direct $21.7K · Indirect $0
  15. 15
    EMPLOYEE · Direct $19.4K
  16. 16
    EMPLOYEE · Direct $19.2K
  17. 17
    NONE · Direct $10.5K
  18. 18
    NONE · Direct $0 · Indirect $0
  19. 19
    NONE · Direct $0 · Indirect $0
  20. 20
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages