Plumbers & Steamfitters Local 83 Pension Fund — Form 5500 plan (Plumbers & Steamfitter Local 83)
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 & Steamfitters Local 83 Pension Fund is a benefit plan reported by Plumbers & Steamfitter Local 83 under EIN 55-0463652 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $49,638,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitter Local 83
- EIN
- 55-0463652
- Plan number
- 001
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $49,638,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241007102119NAL0008783699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,638,130
- Total liabilities (EOY)
- $154,003
- Net assets (EOY)
- $49,484,127
- Net assets (BOY)
- $45,587,673
Income & contributions
- Employer contributions
- $2,847,960
- Total contributions
- $3,142,804
- Total income / additions
- $7,868,249
Expenses & distributions
- Benefits paid
- $3,555,581
- Administrative expenses
- $416,214
- Total expenses
- $3,971,795
- Net increase / (decrease)
- $3,896,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Administrators And Consultan | NONE | $91,249 | not reported in the loaded dataset | 2023 |
| Cowden Associates, Inc | NONE | $43,703 | not reported in the loaded dataset | 2023 |
| Wesbanco Trust And Investment Servi | NONE | $39,318 | not reported in the loaded dataset | 2023 |
| Standard Valuation | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors Inc | NONE | $28,505 | $0 | 2023 |
| Asb Capital Management | NONE | $28,223 | not reported in the loaded dataset | 2023 |
| Mairs And Power | NONE | $26,222 | $0 | 2023 |
| Mcelhaney & Associates, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $21,193 | $0 | 2023 |
| Chartwell Investment Partners | NONE | $11,641 | not reported in the loaded dataset | 2023 |
| John Dascoli, Pllc | NONE | $9,663 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $7,455 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $5,348 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitter Local 83
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Beacon Administrators And Consultan — Schedule C compensation
- Cowden Associates, Inc — Schedule C compensation
- Wesbanco Trust And Investment Servi — Schedule C compensation
- Standard Valuation — Schedule C compensation
- Manning & Napier Advisors Inc — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Mairs And Power — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- John Dascoli, Pllc — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation