Steamfitters Local #449 Pension Plan — Form 5500 plan (Board Of Trustees Steamfitters Local #449 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, Steamfitters Local #449 Pension Plan is a benefit plan reported by Board Of Trustees Steamfitters Local #449 Pension Fund under EIN 25-6032401 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,222 participants and $436,369,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters Local #449 Pension Fund
- EIN
- 25-6032401
- Plan number
- 001
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 3,222
- End-of-year plan assets
- $436,369,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,222 | H, C | 20241015143054NAL0014846627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $436,369,078
- Total liabilities (EOY)
- $1,071,051
- Net assets (EOY)
- $435,298,027
- Net assets (BOY)
- $386,259,225
Income & contributions
- Employer contributions
- $28,068,950
- Total contributions
- $28,068,950
- Total income / additions
- $85,220,126
Expenses & distributions
- Benefits paid
- $33,945,932
- Administrative expenses
- $2,235,392
- Total expenses
- $36,181,324
- Net increase / (decrease)
- $49,038,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Winslow Asset Management | NONE | $337,061 | not reported in the loaded dataset | 2023 |
| Cds Administrators | NONE | $299,542 | not reported in the loaded dataset | 2023 |
| Foundry Partners | NONE | $233,321 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co. | NONE | $211,691 | not reported in the loaded dataset | 2023 |
| Pnc Pca Scc | NONE | $149,953 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $130,820 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $121,869 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | NONE | $109,736 | not reported in the loaded dataset | 2023 |
| C S Mckee | NONE | $101,456 | not reported in the loaded dataset | 2023 |
| Gamco | NONE | $99,567 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $81,000 | not reported in the loaded dataset | 2023 |
| Henry Rossi & Co., Llp | NONE | $33,140 | not reported in the loaded dataset | 2023 |
| The Philadelphia Trust Company | NONE | $30,236 | not reported in the loaded dataset | 2023 |
| Gridiron Partners | NONE | $27,763 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $26,853 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $20,985 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $15,610 | not reported in the loaded dataset | 2023 |
| Cim Investment Management | NONE | $7,332 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg, P.C. | NONE | $6,464 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $5,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters Local #449 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Winslow Asset Management — Schedule C compensation
- Cds Administrators — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Loomis Sayles & Co. — Schedule C compensation
- Pnc Pca Scc — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- C S Mckee — Schedule C compensation
- Gamco — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Henry Rossi & Co., Llp — Schedule C compensation
- The Philadelphia Trust Company — Schedule C compensation
- Gridiron Partners — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Cim Investment Management — Schedule C compensation
- Tucker Arensberg, P.C. — Schedule C compensation
- Pnc Bank — Schedule C compensation