Plumbers & Pipefitters Local No. 25 Pension Fund — Form 5500 plan (Plumbers & Pipefitters L25)
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 & Pipefitters Local No. 25 Pension Fund is a benefit plan reported by Plumbers & Pipefitters L25 under EIN 36-6129958 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,015 participants and $460,625,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters L25
- EIN
- 36-6129958
- Plan number
- 001
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 2,015
- End-of-year plan assets
- $460,625,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,015 | H, C | 20241224092528NAL0010246641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $460,625,113
- Total liabilities (EOY)
- $229,701
- Net assets (EOY)
- $460,395,412
- Net assets (BOY)
- $397,036,269
Income & contributions
- Employer contributions
- $20,975,502
- Total contributions
- $20,975,502
- Total income / additions
- $90,612,754
Expenses & distributions
- Benefits paid
- $25,815,312
- Administrative expenses
- $1,438,299
- Total expenses
- $27,253,611
- Net increase / (decrease)
- $63,359,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Blair Management LLC | NONE | $245,106 | $0 | 2023 |
| P&P Local 25 Fringe Benefit, LLC | NONE | $243,120 | not reported in the loaded dataset | 2023 |
| Smith Graham | NONE | $194,141 | $0 | 2023 |
| Lsv Asset Management | NONE | $190,929 | not reported in the loaded dataset | 2023 |
| Quad City Bank & Trust | NONE | $105,122 | not reported in the loaded dataset | 2023 |
| Sands Capital Management | NONE | $80,502 | $0 | 2023 |
| Bartlett & Co | NONE | $76,871 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group | NONE | $66,000 | not reported in the loaded dataset | 2023 |
| Athena Actuarial Consulting LLC | NONE | $51,200 | not reported in the loaded dataset | 2023 |
| Baum Sigman & Auerbach | NONE | $24,450 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $18,425 | not reported in the loaded dataset | 2023 |
| Proxy Vote Plus LLC | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters L25
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- William Blair Management LLC — Schedule C compensation
- P&P Local 25 Fringe Benefit, LLC — Schedule C compensation
- Smith Graham — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Quad City Bank & Trust — Schedule C compensation
- Sands Capital Management — Schedule C compensation
- Bartlett & Co — Schedule C compensation
- Investment Consulting Group — Schedule C compensation
- Athena Actuarial Consulting LLC — Schedule C compensation
- Baum Sigman & Auerbach — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Proxy Vote Plus LLC — Schedule C compensation