Steamfitters Local Union No. 420 Pension Plan — Form 5500 plan (Board Of Trustees Of Steamfitters Lu 420 Pension Plan)
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, Steamfitters Local Union No. 420 Pension Plan is a benefit plan reported by Board Of Trustees Of Steamfitters Lu 420 Pension Plan under EIN 23-2004424 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,181 participants and $645,671,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Steamfitters Lu 420 Pension Plan
- EIN
- 23-2004424
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 5,181
- End-of-year plan assets
- $645,671,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,181 | H, C | 20241028153459NAL0002157235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $645,671,667
- Total liabilities (EOY)
- $39,484,693
- Net assets (EOY)
- $606,186,974
- Net assets (BOY)
- $555,310,383
Income & contributions
- Employer contributions
- $60,410,508
- Total contributions
- $60,424,449
- Total income / additions
- $122,672,266
Expenses & distributions
- Benefits paid
- $67,412,364
- Administrative expenses
- $4,383,311
- Total expenses
- $71,795,675
- Net increase / (decrease)
- $50,876,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Foundry Partners LLC | NONE | $242,166 | $0 | 2023 |
| Zenith American Solutions,Inc | NONE | $233,729 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $177,320 | not reported in the loaded dataset | 2023 |
| Weaver C Barksdale & Assoc Inc | NONE | $157,141 | not reported in the loaded dataset | 2023 |
| Old Glory Asset Management | NONE | $125,121 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Investors | NONE | $114,578 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $106,261 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Mgmt | NONE | $92,700 | not reported in the loaded dataset | 2023 |
| Cleary & Josem Llp | NONE | $86,544 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $76,191 | $0 | 2023 |
| Employee A | NONE | $66,298 | not reported in the loaded dataset | 2023 |
| Employee B | NONE | $54,083 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd Co. | NONE | $49,077 | not reported in the loaded dataset | 2023 |
| Gw&K Investment Management, LLC | NONE | $43,633 | not reported in the loaded dataset | 2023 |
| Steamfitters Lu 420 Building Fund | UNION AFFILIATE | $37,574 | not reported in the loaded dataset | 2023 |
| Kang Haggerty & Fetbroyt, LLC | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $33,364 | not reported in the loaded dataset | 2023 |
| Employee C | NONE | $28,595 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| J.A. Mariano Agency, Inc. | NONE | $0 | $12,340 | 2023 |
| Kennedy Printing Co., Inc. | NONE | $12,020 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Steamfitters Lu 420 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Foundry Partners LLC — Schedule C compensation
- Zenith American Solutions,Inc — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Weaver C Barksdale & Assoc Inc — Schedule C compensation
- Old Glory Asset Management — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Morgan Stanley Wealth Mgmt — Schedule C compensation
- Cleary & Josem Llp — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Employee A — Schedule C compensation
- Employee B — Schedule C compensation
- Sage Advisory Services, Ltd Co. — Schedule C compensation
- Gw&K Investment Management, LLC — Schedule C compensation
- Steamfitters Lu 420 Building Fund — Schedule C compensation
- Kang Haggerty & Fetbroyt, LLC — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Employee C — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- J.A. Mariano Agency, Inc. — Schedule C compensation
- Kennedy Printing Co., Inc. — Schedule C compensation