Plumbers Local 27 Pension Fund — Form 5500 plan (Plumbers Local 27 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, Plumbers Local 27 Pension Fund is a benefit plan reported by Plumbers Local 27 Pension Fund under EIN 25-6034928 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,190 participants and $139,499,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local 27 Pension Fund
- EIN
- 25-6034928
- Plan number
- 001
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 1,190
- End-of-year plan assets
- $139,499,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,190 | H, C | 20241014094509NAL0014719411005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,499,444
- Total liabilities (EOY)
- $119,162
- Net assets (EOY)
- $139,380,282
- Net assets (BOY)
- $123,045,688
Income & contributions
- Employer contributions
- $5,691,755
- Total contributions
- $5,691,755
- Total income / additions
- $24,662,294
Expenses & distributions
- Benefits paid
- $7,978,988
- Administrative expenses
- $348,712
- Total expenses
- $8,327,700
- Net increase / (decrease)
- $16,334,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators | NONE | $107,800 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $39,249 | not reported in the loaded dataset | 2023 |
| Cowden Associates | NONE | $38,685 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $15,060 | $2,963 | 2023 |
| Chevy Chase | NONE | $16,594 | not reported in the loaded dataset | 2023 |
| Cypher & Cypher | NONE | $10,529 | not reported in the loaded dataset | 2023 |
| Jubelirer Pass & Intrieri P.C. | NONE | $8,856 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local 27 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Cds Administrators — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Cowden Associates — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Chevy Chase — Schedule C compensation
- Cypher & Cypher — Schedule C compensation
- Jubelirer Pass & Intrieri P.C. — Schedule C compensation