Asbestos Workers Philadelphia Pension Fund — Form 5500 plan (Asbestos Workers Philadelphia 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, Asbestos Workers Philadelphia Pension Fund is a benefit plan reported by Asbestos Workers Philadelphia Pension Fund under EIN 23-6406511 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,483 participants and $239,359,624 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Philadelphia Pension Fund
- EIN
- 23-6406511
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,483
- End-of-year plan assets
- $239,359,624
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,483 | H, C | 20250412173555NAL0041440000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $239,359,624
- Total liabilities (EOY)
- $18,762,844
- Net assets (EOY)
- $220,596,780
- Net assets (BOY)
- $219,560,249
Income & contributions
- Employer contributions
- $17,882,325
- Total contributions
- $17,882,325
- Total income / additions
- $34,625,815
Expenses & distributions
- Benefits paid
- $31,736,943
- Administrative expenses
- $1,852,341
- Total expenses
- $33,589,284
- Net increase / (decrease)
- $1,036,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lsv Asset Management | NONE | $237,625 | not reported in the loaded dataset | 2023 |
| Michael E Burns | EMPLOYEE | $237,408 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Limited | NONE | $161,914 | $0 | 2023 |
| Rbc Wealth Management | NONE | $149,041 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $110,308 | not reported in the loaded dataset | 2023 |
| Cooke & Bieler L.P. | NONE | $95,806 | $0 | 2023 |
| Fiera Capital Inc | NONE | $95,710 | $0 | 2023 |
| Metlife Investment Management | NONE | $84,866 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $80,811 | 2023 |
| Novak Francella LLC | NONE | $80,082 | not reported in the loaded dataset | 2023 |
| Kaitlyn Azofeifa | EMPLOYEE | $76,863 | not reported in the loaded dataset | 2023 |
| Pnc Bank N.A. | NONE | $70,002 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $49,047 | not reported in the loaded dataset | 2023 |
| Birch Run Investments LLC | NONE | $42,497 | $0 | 2023 |
| Asbestos Workers Local Union No 14 | LOCAL UNION | $38,871 | not reported in the loaded dataset | 2023 |
| Meranze & Katz | not reported in the loaded dataset | $29,980 | not reported in the loaded dataset | 2023 |
| Charlson Braber Mccabe & Denmark | NONE | $29,500 | not reported in the loaded dataset | 2023 |
| Intech Investment Management LLC | NONE | $29,145 | not reported in the loaded dataset | 2023 |
| Deborah Nahill | NONE | $23,567 | not reported in the loaded dataset | 2023 |
| Meriplex Solutions, LLC | NONE | $7,089 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $6,907 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Philadelphia Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Lsv Asset Management — Schedule C compensation
- Michael E Burns — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Cooke & Bieler L.P. — Schedule C compensation
- Fiera Capital Inc — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Kaitlyn Azofeifa — Schedule C compensation
- Pnc Bank N.A. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Birch Run Investments LLC — Schedule C compensation
- Asbestos Workers Local Union No 14 — Schedule C compensation
- Meranze & Katz — Schedule C compensation
- Charlson Braber Mccabe & Denmark — Schedule C compensation
- Intech Investment Management LLC — Schedule C compensation
- Deborah Nahill — Schedule C compensation
- Meriplex Solutions, LLC — Schedule C compensation
- Eagle Asset Management — Schedule C compensation