Plumbers & Steamfitters Local 21 Pension Fund — Form 5500 plan (Board Of Trustees P&S Local 21 Pension Fund)
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, Plumbers & Steamfitters Local 21 Pension Fund is a benefit plan reported by Board Of Trustees P&S Local 21 Pension Fund under EIN 13-1847042 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,652 participants and $278,613,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees P&S Local 21 Pension Fund
- EIN
- 13-1847042
- Plan number
- 001
- Plan type
- 1
- Location
- Peekskill, NY
- Latest filing year
- 2023
- Participants
- 1,652
- End-of-year plan assets
- $278,613,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,652 | H, C | 20250411145401NAL0036223024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $278,613,306
- Total liabilities (EOY)
- $209,314
- Net assets (EOY)
- $278,403,992
- Net assets (BOY)
- $254,374,970
Income & contributions
- Employer contributions
- $8,250,542
- Total contributions
- $8,250,542
- Total income / additions
- $42,513,700
Expenses & distributions
- Benefits paid
- $16,554,713
- Administrative expenses
- $1,929,965
- Total expenses
- $18,484,678
- Net increase / (decrease)
- $24,029,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hamilton Lane Advisors LLC | SERVICE PROVIDER | $272,300 | not reported in the loaded dataset | 2023 |
| Global Trust Company (Crescent) | SERVICE PROVIDER | $237,485 | not reported in the loaded dataset | 2023 |
| Local 21 Administrative Fund | NONE | $217,271 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | SERVICE PROVIDER | $214,073 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corp | SERVICE PROVIDER | $159,029 | not reported in the loaded dataset | 2023 |
| Stacey Braun | SERVICE PROVIDER | $145,247 | not reported in the loaded dataset | 2023 |
| Bmo Asset Management | SERVICE PROVIDER | $81,969 | not reported in the loaded dataset | 2023 |
| The Segal Company | SERVICE PROVIDER | $68,119 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | SERVICE PROVIDER | $56,588 | not reported in the loaded dataset | 2023 |
| Gcm Investments - Labor Impact Fund | SERVICE PROVIDER | $55,530 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | SERVICE PROVIDER | $55,170 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | SERVICE PROVIDER | $52,007 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | SERVICE PROVIDER | $49,055 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | SERVICE PROVIDER | $29,968 | $0 | 2023 |
| Mspc Certified Public Accountants | SERVICE PROVIDER | $27,314 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd, Llp | SERVICE PROVIDER | $26,340 | not reported in the loaded dataset | 2023 |
| Reinhart Partners | SERVICE PROVIDER | $13,590 | not reported in the loaded dataset | 2023 |
| Dmi Bookkeeping & Accounting | SERVICE PROVIDER | $10,245 | not reported in the loaded dataset | 2023 |
| Larry Magarik, Esg | SERVICE PROVIDER | $6,377 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees P&S Local 21 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Peekskill, NY
- Hamilton Lane Advisors LLC — Schedule C compensation
- Global Trust Company (Crescent) — Schedule C compensation
- Local 21 Administrative Fund — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Mellon Investments Corp — Schedule C compensation
- Stacey Braun — Schedule C compensation
- Bmo Asset Management — Schedule C compensation
- The Segal Company — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Gcm Investments - Labor Impact Fund — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Barnes, Iaccarino & Shepherd, Llp — Schedule C compensation
- Reinhart Partners — Schedule C compensation
- Dmi Bookkeeping & Accounting — Schedule C compensation
- Larry Magarik, Esg — Schedule C compensation