Plumbers' & Pipefitters' Local Union 562 Pension Fund — Form 5500 plan (Trustees, Plumbers' & Pipefitters' Local 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' & Pipefitters' Local Union 562 Pension Fund is a benefit plan reported by Trustees, Plumbers' & Pipefitters' Local Pension Fund under EIN 43-0759836 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,503 participants and $758,748,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, Plumbers' & Pipefitters' Local Pension Fund
- EIN
- 43-0759836
- Plan number
- 001
- Plan type
- 1
- Location
- Earth City, MO
- Latest filing year
- 2023
- Participants
- 5,503
- End-of-year plan assets
- $758,748,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,503 | H, C | 20240730145214NAL0020963297002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $758,748,332
- Total liabilities (EOY)
- $265,674
- Net assets (EOY)
- $758,482,658
- Net assets (BOY)
- $686,516,130
Income & contributions
- Employer contributions
- $28,096,391
- Total contributions
- $28,096,391
- Total income / additions
- $113,340,375
Expenses & distributions
- Benefits paid
- $39,295,683
- Administrative expenses
- $2,078,164
- Total expenses
- $41,373,847
- Net increase / (decrease)
- $71,966,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Mutual Fd Inv Trust | NONE | $485,212 | not reported in the loaded dataset | 2023 |
| Kennedy Capital Management Inc | NONE | $335,035 | not reported in the loaded dataset | 2023 |
| P&P Welfare Educational Fund | AFFILIATE | $304,310 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $169,494 | 2023 |
| Commerce Bank | CUSTODIAL | $148,279 | $1,425 | 2023 |
| Marquette Associates | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $92,084 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $70,979 | not reported in the loaded dataset | 2023 |
| Proloan Bond Fund LLC | NONE | $69,006 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones, LLC | NONE | $54,322 | not reported in the loaded dataset | 2023 |
| Northern Trust Corp | NONE | $18,446 | not reported in the loaded dataset | 2023 |
| Greensfelder, Hemker And Gale | NONE | $15,874 | not reported in the loaded dataset | 2023 |
| Charles L. Crane Agency | NONE | $0 | $14,397 | 2023 |
| Afl-Cio Housing Investment Trust | NONE | $7,240 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, Plumbers' & Pipefitters' Local Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Earth City, MO
- Jp Morgan Mutual Fd Inv Trust — Schedule C compensation
- Kennedy Capital Management Inc — Schedule C compensation
- P&P Welfare Educational Fund — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Proloan Bond Fund LLC — Schedule C compensation
- Hartnett Reyes-Jones, LLC — Schedule C compensation
- Northern Trust Corp — Schedule C compensation
- Greensfelder, Hemker And Gale — Schedule C compensation
- Charles L. Crane Agency — Schedule C compensation
- Afl-Cio Housing Investment Trust — Schedule C compensation