2023 Form 5500 filing — Heating, Piping And Refrigeration Pension Fd 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 20250615135506NAL0000133331001) for Heating, Piping And Refrigeration Pension Fd Pension Fund, reported by Bd Of Tees Heating, Piping & Refrigeration Pension Fund under EIN 52-1058013 and plan number 001. It reports 6,525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250615135506NAL0000133331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Heating, Piping & Refrigeration Pension Fund
- EIN
- 52-1058013
- Plan number
- 001
- Location
- Capitol Heights, MD
- Participants
- 6,525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,227,468,033
- Total liabilities (EOY)
- $1,820,501
- Net assets (EOY)
- $1,225,647,532
- Employer contributions
- $61,860,167
- Total income / additions
- $206,111,612
- Benefits paid
- $48,187,055
- Administrative expenses
- $7,306,009
- Total expenses
- $55,493,064
- Net increase / (decrease)
- $150,618,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wcm Investment Management, LLC | SERVICE PROVIDER | $621,157 | $0 |
| Loomis Sayles And Company | SERVICE PROVIDER | $593,543 | $0 |
| Wedge Capital Management | SERVICE PROVIDER | $489,229 | $0 |
| Crescent Credit Solutions Viiia-2 | SERVICE PROVIDER | $477,037 | $0 |
| Crescent Mezzanine Partners Viib | SERVICE PROVIDER | $427,173 | $0 |
| National Investment Services | SERVICE PROVIDER | $423,467 | $0 |
| Blue Owl Gpsc Advisors LLC | SERVICE PROVIDER | $371,763 | $0 |
| Chevy Chase Trust | SERVICE PROVIDER | $336,327 | $0 |
| Hamilton Lane Strategic Opp 2018 Gp | SERVICE PROVIDER | $326,734 | $0 |
| Jp Morgan Chase Bank, Ntl Assoc | SERVICE PROVIDER | $316,460 | $0 |
| Nb Alternatives Advisors LLC | SERVICE PROVIDER | $277,678 | $0 |
| Shenkman Capital Management | SERVICE PROVIDER | $262,773 | $0 |
| Systematic Financial Management | SERVICE PROVIDER | $251,840 | $0 |
| Eagle Asset Management | SERVICE PROVIDER | $227,371 | $0 |
| Wpas, Inc. | SERVICE PROVIDER | $215,804 | $0 |
| Western Asset Management Company | SERVICE PROVIDER | $205,298 | $0 |
| Gallagher Fiduciary Advisors, LLC | SERVICE PROVIDER | $192,090 | $0 |
| Blackstone Real Estate | SERVICE PROVIDER | $181,886 | $0 |
| Sit Fixed Income Advisors Ii, LLC | SERVICE PROVIDER | $177,359 | $0 |
| The Segal Company, Inc | SERVICE PROVIDER | $168,456 | $0 |
| O'Donoghue And O'Donoghue, Llp | SERVICE PROVIDER | $112,661 | $0 |
| Zenith American Solutions | SERVICE PROVIDER | $89,724 | $0 |
| M&T Bank | SERVICE PROVIDER | $74,915 | $0 |
| Segal Select Insurance Services Inc | SERVICE PROVIDER | $57,077 | $0 |
| Sarfino And Rhoades, Llp | SERVICE PROVIDER | $44,220 | $0 |
| Crescent Mezzanine Partners Vib | SERVICE PROVIDER | $23,769 | $0 |
| Amalgamated Bank | SERVICE PROVIDER | $13,336 | $0 |
| Novak Francella, LLC | SERVICE PROVIDER | $12,478 | $0 |
| Pennantpark Investment Advisors | SERVICE PROVIDER | $9,380 | $0 |
| Pacific Investment Management Comp | SERVICE PROVIDER | $2,636 | $0 |