Plumbers' Pension Fund, Local 130, U.A. — Form 5500 plan (Trustees Of The Plumbers Pension Fund, Local 130, U.A.)
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' Pension Fund, Local 130, U.A. is a benefit plan reported by Trustees Of The Plumbers Pension Fund, Local 130, U.A. under EIN 36-6489579 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,305 participants and $1,594,416,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Plumbers Pension Fund, Local 130, U.A.
- EIN
- 36-6489579
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 9,305
- End-of-year plan assets
- $1,594,416,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,305 | H, C | 20250310060954NAL0009600915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,594,416,052
- Total liabilities (EOY)
- $994,934
- Net assets (EOY)
- $1,593,421,118
- Net assets (BOY)
- $1,442,959,804
Income & contributions
- Employer contributions
- $64,795,928
- Total contributions
- $64,795,928
- Total income / additions
- $242,607,148
Expenses & distributions
- Benefits paid
- $85,685,328
- Administrative expenses
- $6,460,506
- Total expenses
- $92,145,834
- Net increase / (decrease)
- $150,461,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $891,130 | not reported in the loaded dataset | 2023 |
| Natl Invstmnt Svcs Of America LLC | NONE | $516,525 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $443,108 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $431,667 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest) Inc. | NONE | $344,055 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $302,757 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $231,969 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $225,048 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank N.A. | NONE | $223,401 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $216,038 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $173,150 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Mgmt Lp | NONE | $156,301 | $0 | 2023 |
| Marquette Associates | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Aqr Capital Management LLC | NONE | $138,479 | not reported in the loaded dataset | 2023 |
| Joseph Ohm | EMPLOYEE | $124,092 | not reported in the loaded dataset | 2023 |
| Denise Delhaye | EMPLOYEE | $116,655 | not reported in the loaded dataset | 2023 |
| Bmo Bank Na | NONE | $105,503 | $0 | 2023 |
| Vickie Kostanski | EMPLOYEE | $88,342 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $80,721 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $76,986 | $0 | 2023 |
| State Street Global Advisors Trust | NONE | $55,970 | $0 | 2023 |
| Great Lakes Advisors, LLC | NONE | $51,911 | not reported in the loaded dataset | 2023 |
| Chris Anish | EMPLOYEE | $51,522 | not reported in the loaded dataset | 2023 |
| Laner Muchin, Ltd. | NONE | $42,269 | not reported in the loaded dataset | 2023 |
| Nancy Jones | EMPLOYEE | $39,863 | not reported in the loaded dataset | 2023 |
| Elizabeth Stierle | EMPLOYEE | $37,750 | not reported in the loaded dataset | 2023 |
| Jennifer Krejca | EMPLOYEE | $32,084 | not reported in the loaded dataset | 2023 |
| Maire O'Brien | EMPLOYEE | $28,541 | not reported in the loaded dataset | 2023 |
| Charles Seibert | TRUSTEE | $8,861 | not reported in the loaded dataset | 2023 |
| Brian Kennedy | TRUSTEE | $6,476 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $6,364 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Plumbers Pension Fund, Local 130, U.A.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Ullico Investment Advisors Inc. — Schedule C compensation
- Natl Invstmnt Svcs Of America LLC — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Global Trust Company — Schedule C compensation
- The Segal Company (Midwest) Inc. — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Jp Morgan Chase Bank N.A. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Goldman Sachs Asset Mgmt Lp — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Aqr Capital Management LLC — Schedule C compensation
- Joseph Ohm — Schedule C compensation
- Denise Delhaye — Schedule C compensation
- Bmo Bank Na — Schedule C compensation
- Vickie Kostanski — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Chris Anish — Schedule C compensation
- Laner Muchin, Ltd. — Schedule C compensation
- Nancy Jones — Schedule C compensation
- Elizabeth Stierle — Schedule C compensation
- Jennifer Krejca — Schedule C compensation
- Maire O'Brien — Schedule C compensation
- Charles Seibert — Schedule C compensation
- Brian Kennedy — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation