Plumbers & Pipefitters Local 123 Pension Fund — Form 5500 plan (Trustees Of The Plumbers And Pipefitters Local 123 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 123 Pension Fund is a benefit plan reported by Trustees Of The Plumbers And Pipefitters Local 123 Pension Fund under EIN 59-6164124 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,471 participants and $60,060,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Plumbers And Pipefitters Local 123 Pension Fund
- EIN
- 59-6164124
- Plan number
- 001
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 1,471
- End-of-year plan assets
- $60,060,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,471 | H, C | 20240729110516NAL0019252865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,060,750
- Total liabilities (EOY)
- $36,634
- Net assets (EOY)
- $60,024,116
- Net assets (BOY)
- $52,695,915
Income & contributions
- Employer contributions
- $6,587,257
- Total contributions
- $6,587,257
- Total income / additions
- $12,820,431
Expenses & distributions
- Benefits paid
- $4,827,953
- Administrative expenses
- $664,277
- Total expenses
- $5,492,230
- Net increase / (decrease)
- $7,328,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $174,746 | $0 | 2023 |
| National Employee Benefit Administr | NONE | $123,024 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $80,667 | not reported in the loaded dataset | 2023 |
| Invesco Advisers | NONE | $62,937 | not reported in the loaded dataset | 2023 |
| Venable Law Firm | NONE | $37,237 | not reported in the loaded dataset | 2023 |
| Plumbers And Pipefitters Local 123 | RELATED LOCAL UNION | $26,351 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $24,730 | not reported in the loaded dataset | 2023 |
| Segall Bryant Hamill | NONE | $15,282 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $11,534 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisers | NONE | $8,872 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Plumbers And Pipefitters Local 123 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Morgan Stanley Smith Barney — Schedule C compensation
- National Employee Benefit Administr — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Invesco Advisers — Schedule C compensation
- Venable Law Firm — Schedule C compensation
- Plumbers And Pipefitters Local 123 — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Segall Bryant Hamill — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Hardman Johnston Global Advisers — Schedule C compensation