Plumbers & Steamfitters Local 267 Pension Fund — Form 5500 plan (Plumbers 267 Pension Fund Local 267 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 267 Pension Fund is a benefit plan reported by Plumbers 267 Pension Fund Local 267 Pension Fund under EIN 15-0347955 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,293 participants and $168,564,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers 267 Pension Fund Local 267 Pension Fund
- EIN
- 15-0347955
- Plan number
- 001
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 1,293
- End-of-year plan assets
- $168,564,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,293 | H, C | 20241015092354NAL0027938497002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $168,564,641
- Total liabilities (EOY)
- $207,021
- Net assets (EOY)
- $168,357,620
- Net assets (BOY)
- $153,065,775
Income & contributions
- Employer contributions
- $9,572,533
- Total contributions
- $9,572,533
- Total income / additions
- $27,494,515
Expenses & distributions
- Benefits paid
- $10,731,438
- Administrative expenses
- $1,471,232
- Total expenses
- $12,202,670
- Net increase / (decrease)
- $15,291,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier | PARTY-IN-INTEREST | $499,276 | $0 | 2023 |
| Siguler Guff | NONE | $123,148 | not reported in the loaded dataset | 2023 |
| Us Reif | NONE | $80,694 | not reported in the loaded dataset | 2023 |
| Marco Consulting | NONE | $52,500 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors | NONE | $50,049 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $43,043 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $37,279 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $37,279 | not reported in the loaded dataset | 2023 |
| M&T | NONE | $33,729 | $0 | 2023 |
| Gcm Grosvenor | NONE | $29,965 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $24,233 | not reported in the loaded dataset | 2023 |
| Darcangelo & Co., Llp | NONE | $19,800 | not reported in the loaded dataset | 2023 |
| Joseph W. Mccarthy & Associates | NONE | $15,206 | not reported in the loaded dataset | 2023 |
| Landmark Equity Advisors LLC | NONE | $11,857 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers 267 Pension Fund Local 267 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Manning & Napier — Schedule C compensation
- Siguler Guff — Schedule C compensation
- Us Reif — Schedule C compensation
- Marco Consulting — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- M&T — Schedule C compensation
- Gcm Grosvenor — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Blitman & King — Schedule C compensation
- Darcangelo & Co., Llp — Schedule C compensation
- Joseph W. Mccarthy & Associates — Schedule C compensation
- Landmark Equity Advisors LLC — Schedule C compensation