U.A. Plumbers & Steamfitters Local 22 Pension Fund — Form 5500 plan (U.A. Plumbers & Steamfitters Local 22 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, U.A. Plumbers & Steamfitters Local 22 Pension Fund is a benefit plan reported by U.A. Plumbers & Steamfitters Local 22 Pension Fund under EIN 16-0920434 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,906 participants and $271,174,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.A. Plumbers & Steamfitters Local 22 Pension Fund
- EIN
- 16-0920434
- Plan number
- 001
- Plan type
- 1
- Location
- West Seneca, NY
- Latest filing year
- 2023
- Participants
- 1,906
- End-of-year plan assets
- $271,174,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,906 | H, C | 20241119104332NAL0001332883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $271,174,930
- Total liabilities (EOY)
- $157,340
- Net assets (EOY)
- $271,017,590
- Net assets (BOY)
- $255,077,637
Income & contributions
- Employer contributions
- $17,448,917
- Total contributions
- $17,448,917
- Total income / additions
- $38,977,395
Expenses & distributions
- Benefits paid
- $22,008,432
- Administrative expenses
- $1,029,010
- Total expenses
- $23,037,442
- Net increase / (decrease)
- $15,939,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Systematic Financial Management | NONE | $119,303 | $0 | 2023 |
| Wilmington Trust | NONE | $110,217 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $105,397 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors LLC | NONE | $69,120 | $0 | 2023 |
| Federated Investment Consulting | NONE | $68,281 | $0 | 2023 |
| Usi Consulting Group | NONE | $50,900 | not reported in the loaded dataset | 2023 |
| Pca Technology Group Inc. | NONE | $29,152 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates, Llp | NONE | $26,451 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $24,818 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants | NONE | $13,607 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.A. Plumbers & Steamfitters Local 22 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Seneca, NY
- Systematic Financial Management — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Manning & Napier Advisors LLC — Schedule C compensation
- Federated Investment Consulting — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Pca Technology Group Inc. — Schedule C compensation
- Tronconi Segarra & Associates, Llp — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Jbm Computer Consultants — Schedule C compensation