Atlanta Plumbers & Steamfitters Pension Fund — Form 5500 plan (Atlanta Plumbers & Steamfitters 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, Atlanta Plumbers & Steamfitters Pension Fund is a benefit plan reported by Atlanta Plumbers & Steamfitters Pension Fund under EIN 58-1233396 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,619 participants and $415,634,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlanta Plumbers & Steamfitters Pension Fund
- EIN
- 58-1233396
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 4,619
- End-of-year plan assets
- $415,634,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,619 | H, C | 20241015162359NAL0030329697004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $415,634,736
- Total liabilities (EOY)
- $360,645
- Net assets (EOY)
- $415,274,091
- Net assets (BOY)
- $384,297,599
Income & contributions
- Employer contributions
- $15,687,576
- Total contributions
- $15,687,576
- Total income / additions
- $58,486,988
Expenses & distributions
- Benefits paid
- $24,128,046
- Administrative expenses
- $3,382,450
- Total expenses
- $27,510,496
- Net increase / (decrease)
- $30,976,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Capital Group Lp | NONE | $195,222 | not reported in the loaded dataset | 2023 |
| Confluence Investment Management | NONE | $157,014 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $154,197 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $152,134 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $142,478 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | NONE | $141,700 | not reported in the loaded dataset | 2023 |
| National Employee Benefit Admin | NONE | $127,747 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $127,207 | not reported in the loaded dataset | 2023 |
| Fiera Capital | NONE | $121,962 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asst Management | NONE | $102,012 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $68,305 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick Investment | NONE | $67,550 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $61,758 | not reported in the loaded dataset | 2023 |
| Ares Management LLC | NONE | $51,598 | not reported in the loaded dataset | 2023 |
| Legg Mason & Co LLC | NONE | $44,195 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | $43,946 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $40,500 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $28,713 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $23,838 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $22,750 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $16,791 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $10,081 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $5,742 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlanta Plumbers & Steamfitters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Crescent Capital Group Lp — Schedule C compensation
- Confluence Investment Management — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- Us Bank — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- National Employee Benefit Admin — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Fiera Capital — Schedule C compensation
- Jp Morgan Asst Management — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Kayne Anderson Rudnick Investment — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- Ares Management LLC — Schedule C compensation
- Legg Mason & Co LLC — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Regions Bank — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation