Sprinkler Industry Supplemental Pension Fund — Form 5500 plan (Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees)
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, Sprinkler Industry Supplemental Pension Fund is a benefit plan reported by Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees under EIN 14-1595069 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,562 participants and $2,639,738,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees
- EIN
- 14-1595069
- Plan number
- 001
- Plan type
- 1
- Location
- Landover, MD
- Latest filing year
- 2023
- Participants
- 26,562
- End-of-year plan assets
- $2,639,738,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,562 | H, C | 20241014094309NAL0013077683002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,639,738,544
- Total liabilities (EOY)
- $21,588,481
- Net assets (EOY)
- $2,618,150,063
- Net assets (BOY)
- $2,299,478,121
Income & contributions
- Employer contributions
- $192,380,506
- Total contributions
- $192,380,506
- Total income / additions
- $422,783,851
Expenses & distributions
- Benefits paid
- $97,648,277
- Administrative expenses
- $6,463,632
- Total expenses
- $104,111,909
- Net increase / (decrease)
- $318,671,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $1,135,646 | not reported in the loaded dataset | 2023 |
| Invesco Advisors, Inc | NONE | $928,566 | $0 | 2023 |
| Western Asset | NONE | $913,943 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $613,863 | $0 | 2023 |
| Jp Morgan Investment Management Inc | NONE | $490,407 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $263,854 | $0 | 2023 |
| Pimco | NONE | $199,353 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $181,394 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | NONE | $148,998 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $145,049 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $131,250 | not reported in the loaded dataset | 2023 |
| John Eger | EMPLOYEE | $122,687 | not reported in the loaded dataset | 2023 |
| Lori Middleton | EMPLOYEE | $111,700 | not reported in the loaded dataset | 2023 |
| Christina Keiser | EMPLOYEE | $64,381 | not reported in the loaded dataset | 2023 |
| Lakishia Thomas | EMPLOYEE | $59,306 | not reported in the loaded dataset | 2023 |
| Jena Henson | EMPLOYEE | $43,542 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $38,087 | not reported in the loaded dataset | 2023 |
| Basys, Inc. | NONE | $33,721 | $0 | 2023 |
| Catherine Varelli | EMPLOYEE | $28,039 | not reported in the loaded dataset | 2023 |
| Anna Bosmans | EMPLOYEE | $25,347 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $20,322 | 2023 |
| Navia Benefit Solutions | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $12,914 | not reported in the loaded dataset | 2023 |
| Wollmouth Maher & Deutsch Llp | NONE | $8,050 | not reported in the loaded dataset | 2023 |
| Legacy Professionals LLC | NONE | $6,232 | not reported in the loaded dataset | 2023 |
| Standard Modern Company | NONE | $5,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Landover, MD
- John Hancock Retirement Plan Servic — Schedule C compensation
- Invesco Advisors, Inc — Schedule C compensation
- Western Asset — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Pimco — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- John Eger — Schedule C compensation
- Lori Middleton — Schedule C compensation
- Christina Keiser — Schedule C compensation
- Lakishia Thomas — Schedule C compensation
- Jena Henson — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Basys, Inc. — Schedule C compensation
- Catherine Varelli — Schedule C compensation
- Anna Bosmans — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Navia Benefit Solutions — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Wollmouth Maher & Deutsch Llp — Schedule C compensation
- Legacy Professionals LLC — Schedule C compensation
- Standard Modern Company — Schedule C compensation