Building Trades Pension Plan Of Western Pennsylvania — Form 5500 plan (Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan.)
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, Building Trades Pension Plan Of Western Pennsylvania is a benefit plan reported by Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. under EIN 25-6118878 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,928 participants and $113,522,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan.
- EIN
- 25-6118878
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 3,928
- End-of-year plan assets
- $113,522,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,928 | H, C | 20250718151949NAL0002890112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,522,272
- Total liabilities (EOY)
- $249,060
- Net assets (EOY)
- $113,273,212
- Net assets (BOY)
- $110,793,191
Income & contributions
- Employer contributions
- $4,936,310
- Total contributions
- $4,936,310
- Total income / additions
- $16,771,529
Expenses & distributions
- Benefits paid
- $13,083,481
- Administrative expenses
- $1,208,027
- Total expenses
- $14,291,508
- Net increase / (decrease)
- $2,480,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $206,712 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $108,258 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $102,759 | not reported in the loaded dataset | 2023 |
| Alliance Capital | NONE | $76,352 | $0 | 2023 |
| Prudential Financial Ins. Co. Amer. | NONE | $70,591 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $67,044 | not reported in the loaded dataset | 2023 |
| Cim Investment Management | NONE | $61,990 | $0 | 2023 |
| Gridiron Partners, LLC | NONE | $59,982 | not reported in the loaded dataset | 2023 |
| Cowden & Associates | NONE | $54,130 | not reported in the loaded dataset | 2023 |
| Twin Capital Management | NONE | $49,123 | $0 | 2023 |
| Andco Consulting, LLC | NONE | $41,500 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $24,014 | $0 | 2023 |
| Ullico | NONE | $21,859 | $0 | 2023 |
| Diclaudio & Kramer, LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Abm Consulting, LLC | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Zenith American Solutions — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Alliance Capital — Schedule C compensation
- Prudential Financial Ins. Co. Amer. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Cim Investment Management — Schedule C compensation
- Gridiron Partners, LLC — Schedule C compensation
- Cowden & Associates — Schedule C compensation
- Twin Capital Management — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- Ullico — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Abm Consulting, LLC — Schedule C compensation