Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan — Form 5500 plan (Pipefitters Local Union No.537)
Plain-English plan 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, Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan is a benefit plan reported by Pipefitters Local Union No.537 under EIN 04-2760802 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,231 participants and $738,806,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipefitters Local Union No.537
- EIN
- 04-2760802
- Plan number
- 002
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 3,231
- End-of-year plan assets
- $738,806,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,231 | H, C | 20241216141632NAL0001525681002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $738,806,728
- Total liabilities (EOY)
- $13,297,189
- Net assets (EOY)
- $725,509,539
- Net assets (BOY)
- $655,495,030
Income & contributions
- Employer contributions
- $39,256,320
- Total contributions
- $39,351,788
- Total income / additions
- $105,883,872
Expenses & distributions
- Benefits paid
- $33,166,185
- Administrative expenses
- $2,703,178
- Total expenses
- $35,869,363
- Net increase / (decrease)
- $70,014,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Trust Walden Company | NONE | $980,202 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $432,492 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Equity Fund | NONE | $242,805 | not reported in the loaded dataset | 2023 |
| Us Real Estate Investment Fund | NONE | $237,127 | not reported in the loaded dataset | 2023 |
| Abs Investment Management | NONE | $233,206 | not reported in the loaded dataset | 2023 |
| Bny Mellon Inv Mngmt Cayman Ltd | NONE | $153,116 | not reported in the loaded dataset | 2023 |
| Alcentra Multi-Strategy Euro Credit | NONE | $145,902 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $127,406 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $84,018 | not reported in the loaded dataset | 2023 |
| Bridgeway Technologies | NONE | $72,544 | not reported in the loaded dataset | 2023 |
| 400 Capital Management LLC | NONE | $60,224 | not reported in the loaded dataset | 2023 |
| Davidson Kempner Capital Management | NONE | $52,251 | not reported in the loaded dataset | 2023 |
| Employee F | NONE | $51,515 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $44,676 | not reported in the loaded dataset | 2023 |
| Select Equity Group, Lp | NONE | $43,743 | not reported in the loaded dataset | 2023 |
| Wcp Special Core Plus Fund Lp | NONE | $40,770 | not reported in the loaded dataset | 2023 |
| Dover Street Ix Cayman Fund L.P. | NONE | $29,066 | $0 | 2023 |
| Employee G | NONE | $24,201 | not reported in the loaded dataset | 2023 |
| Employee E | NONE | $24,046 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $19,817 | not reported in the loaded dataset | 2023 |
| Northgate Venture Partners, Vii Lp | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Employee D | NONE | $17,174 | not reported in the loaded dataset | 2023 |
| Employee B | NONE | $13,553 | not reported in the loaded dataset | 2023 |
| Krakow, Souris & Landry LLC | NONE | $13,070 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $12,380 | not reported in the loaded dataset | 2023 |
| Network Coverage LLC | NONE | $11,674 | not reported in the loaded dataset | 2023 |
| Renaissance Institutional Equities | NONE | $10,910 | not reported in the loaded dataset | 2023 |
| Quadient | NONE | $6,510 | not reported in the loaded dataset | 2023 |
| Employee C | NONE | $5,552 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipefitters Local Union No.537
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dorchester, MA
- Boston Trust Walden Company — Schedule C compensation
- National Investment Services — Schedule C compensation
- Boston Partners Global Equity Fund — Schedule C compensation
- Us Real Estate Investment Fund — Schedule C compensation
- Abs Investment Management — Schedule C compensation
- Bny Mellon Inv Mngmt Cayman Ltd — Schedule C compensation
- Alcentra Multi-Strategy Euro Credit — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Bridgeway Technologies — Schedule C compensation
- 400 Capital Management LLC — Schedule C compensation
- Davidson Kempner Capital Management — Schedule C compensation
- Employee F — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Select Equity Group, Lp — Schedule C compensation
- Wcp Special Core Plus Fund Lp — Schedule C compensation
- Dover Street Ix Cayman Fund L.P. — Schedule C compensation
- Employee G — Schedule C compensation
- Employee E — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Northgate Venture Partners, Vii Lp — Schedule C compensation
- Employee D — Schedule C compensation
- Employee B — Schedule C compensation
- Krakow, Souris & Landry LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Network Coverage LLC — Schedule C compensation
- Renaissance Institutional Equities — Schedule C compensation
- Quadient — Schedule C compensation
- Employee C — Schedule C compensation