Plumbers Local Union No. 690 Pension Fund — Form 5500 plan (Bd Tees Plumbers Lu 690 Pen 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 Local Union No. 690 Pension Fund is a benefit plan reported by Bd Tees Plumbers Lu 690 Pen Fund under EIN 23-6405018 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,672 participants and $265,283,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Tees Plumbers Lu 690 Pen Fund
- EIN
- 23-6405018
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,672
- End-of-year plan assets
- $265,283,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,672 | H, C | 20250414153655NAL0000837907003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $265,283,028
- Total liabilities (EOY)
- $1,849,022
- Net assets (EOY)
- $263,434,006
- Net assets (BOY)
- $245,667,033
Income & contributions
- Employer contributions
- $14,176,108
- Total contributions
- $14,176,108
- Total income / additions
- $39,210,256
Expenses & distributions
- Benefits paid
- $19,061,826
- Administrative expenses
- $2,381,457
- Total expenses
- $21,443,283
- Net increase / (decrease)
- $17,766,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Watterson Asset Mgmt | NONE | $354,645 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company L.P. | NONE | $130,410 | $0 | 2023 |
| Hardman Johnston Intl Equity Group | NONE | $128,406 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $109,293 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $87,946 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, Lp | NONE | $79,899 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $78,880 | $0 | 2023 |
| Employee A | NONE | $55,790 | not reported in the loaded dataset | 2023 |
| Segall Bryant And Hamill | NONE | $50,447 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue, Llp | NONE | $45,063 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $40,254 | not reported in the loaded dataset | 2023 |
| Plumbers Local Union No. 690 | UNION - PARTY IN INTEREST | $37,920 | not reported in the loaded dataset | 2023 |
| Kang Haggerty & Fetbroyt LLC | NONE | $35,903 | not reported in the loaded dataset | 2023 |
| Employee B | NONE | $32,844 | not reported in the loaded dataset | 2023 |
| Employee C | NONE | $32,016 | not reported in the loaded dataset | 2023 |
| Employee D | NONE | $27,607 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $26,641 | not reported in the loaded dataset | 2023 |
| Employee E | NONE | $26,280 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $21,042 | $0 | 2023 |
| Beka'S Catering | NONE | $10,475 | not reported in the loaded dataset | 2023 |
| Vito F. Canuso, Jr. | NONE | $6,786 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Tees Plumbers Lu 690 Pen Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Boyd Watterson Asset Mgmt — Schedule C compensation
- Loomis Sayles & Company L.P. — Schedule C compensation
- Hardman Johnston Intl Equity Group — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Chartwell Investment Partners, Lp — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Employee A — Schedule C compensation
- Segall Bryant And Hamill — Schedule C compensation
- Odonoghue & Odonoghue, Llp — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Plumbers Local Union No. 690 — Schedule C compensation
- Kang Haggerty & Fetbroyt LLC — Schedule C compensation
- Employee B — Schedule C compensation
- Employee C — Schedule C compensation
- Employee D — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Employee E — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Beka'S Catering — Schedule C compensation
- Vito F. Canuso, Jr. — Schedule C compensation